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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.13M
3
+$924K
4
EMN icon
Eastman Chemical
EMN
+$733K
5
DINO icon
HF Sinclair
DINO
+$607K

Top Sells

1
+$1.51M
2
+$913K
3
+$909K
4
DIS icon
Walt Disney
DIS
+$503K
5
LUMN icon
Lumen
LUMN
+$479K

Sector Composition

1 Healthcare 19.13%
2 Financials 15.1%
3 Industrials 13.43%
4 Technology 11.65%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.14%
2,775
-3,940
77
$226K 0.14%
4,200
-1,100
78
$206K 0.13%
+5,684
79
– –
-1
80
– –
-4,897
81
– –
-7,462
82
– –
-29,011
83
– –
-67,040
84
– –
-10,410
85
– –
-3,650
86
– –
-6,295
87
– –
-72
88
– –
-20,000
89
– –
-5,127
90
– –
-12,673
91
– –
-5,750
1 2 3
4