FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
1-Year Return
18.63%
This Quarter Return
+3.05%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$219M
AUM Growth
+$1.91M
(+0.88%)
Cap. Flow
-$3.69M
Cap. Flow
% of AUM
-1.69%
Top 10 Holdings %
Top 10 Hldgs %
28.78%
Holding
98
New
3
Increased
19
Reduced
43
Closed
7
Top Buys
| 1 |
Eli Lilly
LLY
|
$2.67M |
| 2 |
TJX Companies
TJX
|
$2.42M |
| 3 |
Hartford Financial Services
HIG
|
$1.44M |
| 4 |
Norfolk Southern
NSC
|
$1.4M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.31M |
Top Sells
| 1 |
Dow Inc
DOW
|
$1.57M |
| 2 |
Microsoft
MSFT
|
$1.45M |
| 3 |
Apple
AAPL
|
$1.37M |
| 4 |
Illinois Tool Works
ITW
|
$1.24M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.2M |
Sector Composition
| 1 | Technology | 14.7% |
| 2 | Healthcare | 14.29% |
| 3 | Industrials | 12.75% |
| 4 | Financials | 11.33% |
| 5 | Consumer Staples | 9.65% |
