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
$241M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$970K
3
+$787K
4
NVDA icon
NVIDIA
NVDA
+$657K
5
ICE icon
Intercontinental Exchange
ICE
+$480K

Top Sells

1
+$224K
2
+$181K
3
+$135K
4
WH icon
Wyndham Hotels & Resorts
WH
+$132K
5
TXN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.15%
1,272
+180
77
$331K 0.14%
17,300
78
$300K 0.12%
4,165
79
$299K 0.12%
2,640
80
$289K 0.12%
2,228
81
$285K 0.12%
3,519
+219
82
$268K 0.11%
5,500
83
$263K 0.11%
3,321
-310
84
$257K 0.11%
1,449
85
$252K 0.1%
2,408
86
$238K 0.1%
6,052
-69
87
$237K 0.1%
16,989
88
$226K 0.09%
22,616
-4,355
89
$216K 0.09%
1,400
90
$208K 0.09%
+1,181
91
$205K 0.08%
+12,000
92
$204K 0.08%
+1,475
93
$176K 0.07%
15,190
94
$116K 0.05%
13,687
-1,300
95
$77K 0.03%
15,300
96
$32K 0.01%
13,700
97
– –
-2,400
1 2 3
4