FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
1-Year Return
18.63%
This Quarter Return
+8.62%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$241M
AUM Growth
+$21.4M
(+9.7%)
Cap. Flow
+$6.84M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
29.53%
Holding
101
New
3
Increased
45
Reduced
28
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$982K |
| 2 |
United Parcel Service
UPS
|
$970K |
| 3 |
Amazon
AMZN
|
$787K |
| 4 |
NVIDIA
NVDA
|
$657K |
| 5 |
Intercontinental Exchange
ICE
|
$480K |
Top Sells
| 1 |
Apple
AAPL
|
$224K |
| 2 |
Home Depot
HD
|
$181K |
| 3 |
Amphenol
APH
|
$135K |
| 4 |
Wyndham Hotels & Resorts
WH
|
$132K |
| 5 |
Texas Instruments
TXN
|
$128K |
Sector Composition
| 1 | Technology | 18.77% |
| 2 | Healthcare | 13.18% |
| 3 | Industrials | 12.34% |
| 4 | Consumer Staples | 9.53% |
| 5 | Financials | 9.46% |
