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
$220M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.88M
3
+$2.37M
4
AMZN icon
Amazon
AMZN
+$2.3M
5
ITW icon
Illinois Tool Works
ITW
+$1.49M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
ADBE icon
Adobe
ADBE
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 18.3%
2 Healthcare 14.25%
3 Industrials 11.31%
4 Financials 9.9%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.13%
6,121
+269
77
$280K 0.13%
2,640
78
$279K 0.13%
4,165
79
$278K 0.13%
1,560
80
$270K 0.12%
1,092
81
$266K 0.12%
26,971
-8,931
82
$264K 0.12%
2,228
83
$260K 0.12%
3,300
84
$257K 0.12%
5,500
85
$245K 0.11%
16,989
86
$243K 0.11%
+1,449
87
$240K 0.11%
2,408
88
$216K 0.1%
+3,631
89
$204K 0.09%
+1,400
90
$159K 0.07%
15,190
91
$105K 0.05%
14,987
-2,400
92
$78K 0.04%
15,300
93
$40K 0.02%
13,700
94
$22K 0.01%
2,400
95
– –
-3,504
96
– –
-23,033
1 2 3
4