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
$175M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$738K
3
+$164K
4
LEN icon
Lennar Class A
LEN
+$163K
5
WFC icon
Wells Fargo
WFC
+$156K

Top Sells

1
+$446K
2
+$372K
3
+$209K
4
ABT icon
Abbott
ABT
+$201K
5
M icon
Macy's
M
+$165K

Sector Composition

1 Healthcare 19.08%
2 Financials 14.78%
3 Industrials 14.21%
4 Technology 11.58%
5 Energy 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.12%
6,965
-120
77
$173K 0.1%
1,250
78
– –
-4,797
1 2 3
4