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
$170M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$601K
3
+$532K
4
APH icon
Amphenol
APH
+$448K
5
TRI icon
Thomson Reuters
TRI
+$415K

Top Sells

1
+$965K
2
+$455K
3
+$378K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$350K
5
ESRX
Express Scripts Holding Company
ESRX
+$290K

Sector Composition

1 Healthcare 18.34%
2 Financials 15.09%
3 Industrials 14.15%
4 Technology 12%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.12%
4,797
-100
77
$133K 0.08%
+1,250
78
– –
-4,225
1 2 3
4