FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $443M
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.87M
3
+$4.73M
4
KO icon
Coca-Cola
KO
+$4.22M
5
ESRX
Express Scripts Holding Company
ESRX
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.13%
2 Financials 15.15%
3 Energy 12.96%
4 Technology 10.57%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.23%
+8,782
77
$293K 0.22%
+76
78
$274K 0.2%
+7,659
79
$257K 0.19%
+1,225
80
$254K 0.19%
+20,500
81
$229K 0.17%
+3,486
82
$221K 0.16%
+4,285
83
$207K 0.15%
+5,995
84
$184K 0.14%
+10,500
85
$140K 0.1%
+20,000
86
$138K 0.1%
+10,725
1 2 3
4