FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
1-Year Return
18.63%
This Quarter Return
+18.55%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$220M
AUM Growth
+$30.9M
(+16%)
Cap. Flow
-$211K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
29.04%
Holding
100
New
7
Increased
24
Reduced
38
Closed
2
Top Buys
| 1 |
RTX Corp
RTX
|
$3.43M |
| 2 |
NVIDIA
NVDA
|
$2.88M |
| 3 |
United Parcel Service
UPS
|
$2.37M |
| 4 |
Amazon
AMZN
|
$2.3M |
| 5 |
Illinois Tool Works
ITW
|
$1.49M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$3.02M |
| 2 |
Eli Lilly
LLY
|
$1.58M |
| 3 |
UnitedHealth
UNH
|
$1.53M |
| 4 |
Adobe
ADBE
|
$1.31M |
| 5 |
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% |
