FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
This Quarter Return
+2.98%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$223M
AUM Growth
+$223M
(+2.6%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
28.93%
Holding
100
New
3
Increased
33
Reduced
33
Closed
2
Top Buys
| 1 |
Wyndham Hotels & Resorts
WH
|
$1.75M |
| 2 |
Gilead Sciences
GILD
|
$1.18M |
| 3 |
Walmart
WMT
|
$1.05M |
| 4 |
Comcast
CMCSA
|
$297K |
| 5 |
Park Hotels & Resorts
PK
|
$289K |
Top Sells
| 1 |
Travel + Leisure Co
TNL
|
$1.57M |
| 2 |
Boeing
BA
|
$1.37M |
| 3 |
3M
MMM
|
$891K |
| 4 |
Coca-Cola
KO
|
$510K |
| 5 |
ConocoPhillips
COP
|
$325K |
Sector Composition
| 1 | Industrials | 16.95% |
| 2 | Technology | 15.15% |
| 3 | Healthcare | 15.13% |
| 4 | Financials | 11.89% |
| 5 | Energy | 9.33% |
