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
$169M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$591K
3
+$455K
4
TNL icon
Travel + Leisure Co
TNL
+$341K
5
COF icon
Capital One
COF
+$304K

Top Sells

1
+$9.79M
2
+$1.87M
3
+$1.27M
4
FLS icon
Flowserve
FLS
+$1.23M
5
SHW icon
Sherwin-Williams
SHW
+$1.11M

Sector Composition

1 Industrials 17%
2 Healthcare 15.75%
3 Technology 13.93%
4 Financials 11.17%
5 Energy 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.13%
+7,030
77
$187K 0.11%
1,250
78
– –
-25,547
79
– –
-1,669
80
– –
-9,049
81
– –
-223,619
1 2 3
4