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
$287M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.58M
3
+$2.51M
4
EQIX icon
Equinix
EQIX
+$2.46M
5
HON icon
Honeywell
HON
+$2.37M

Top Sells

1
+$2.7M
2
+$2.69M
3
+$2.36M
4
C icon
Citigroup
C
+$2M
5
BDX icon
Becton Dickinson
BDX
+$1.89M

Sector Composition

1 Technology 17.79%
2 Industrials 12.96%
3 Healthcare 12.01%
4 Financials 10.14%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$656K 0.23%
14,877
-24,316
77
$653K 0.23%
27,800
+10,500
78
$577K 0.2%
10,898
-8,533
79
$558K 0.19%
5,519
+2,200
80
$538K 0.19%
3,535
+236
81
$488K 0.17%
12,620
+625
82
$469K 0.16%
29,246
+14,056
83
$468K 0.16%
7,148
+3,398
84
$441K 0.15%
1,643
-4,768
85
$428K 0.15%
6,954
-18,105
86
$416K 0.14%
+1,272
87
$416K 0.14%
14,591
-5,838
88
$395K 0.14%
6,270
89
$394K 0.14%
2,228
90
$379K 0.13%
15,200
+3,200
91
$372K 0.13%
10,270
92
$356K 0.12%
2,708
+300
93
$342K 0.12%
1,600
+200
94
$341K 0.12%
2,640
95
$325K 0.11%
+16,600
96
$318K 0.11%
799
97
$305K 0.11%
1,381
+200
98
$304K 0.11%
5,869
-583
99
$269K 0.09%
+2,100
100
$267K 0.09%
2,729
-510
1 2 3
4
5