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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
$170M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$403K
3
+$275K
4
MSFT icon
Microsoft
MSFT
+$257K
5
ABT icon
Abbott
ABT
+$216K

Top Sells

1
+$918K
2
+$664K
3
+$498K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$396K
5
QCOM icon
Qualcomm
QCOM
+$299K

Sector Composition

1 Healthcare 19.59%
2 Financials 15.79%
3 Industrials 13.69%
4 Technology 11.35%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-23,520
77
– –
-53,613
78
– –
-4,200
79
– –
-2,775
80
– –
-2,628
81
– –
-5,575
1 2 3
4