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
$172M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$576K
3
+$556K
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$444K

Top Sells

1
+$1M
2
+$496K
3
+$488K
4
DE icon
Deere & Co
DE
+$392K
5
QCOM icon
Qualcomm
QCOM
+$279K

Sector Composition

1 Healthcare 17.16%
2 Financials 14.78%
3 Technology 12.72%
4 Industrials 12.62%
5 Energy 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.27%
9,563
-60
77
$448K 0.26%
76
78
$412K 0.24%
10,550
79
$370K 0.22%
7,041
80
$349K 0.2%
9,363
-1,200
81
$345K 0.2%
7,116
-196
82
$342K 0.2%
7,550
+1,175
83
$338K 0.2%
18,299
-6,882
84
$328K 0.19%
10,000
85
$308K 0.18%
5,000
86
$296K 0.17%
20,000
-2,700
87
$290K 0.17%
4,068
-125
88
$290K 0.17%
7,154
-575
89
$255K 0.15%
6,120
-175
90
$216K 0.13%
5,282
91
$214K 0.12%
2,411
-193
92
$210K 0.12%
+9,024
93
$202K 0.12%
+2,325
94
$171K 0.1%
20,000
95
$157K 0.09%
10,225
-400
96
$15K 0.01%
12,425
97
– –
-10,800
98
– –
-2,975
99
– –
-3,086
100
– –
-4,845
1 2 3
4
5