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
$304M
AUM Growth
-$119K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.76M
4
UNH icon
UnitedHealth
UNH
+$1.67M
5
SPGI icon
S&P Global
SPGI
+$1.57M

Top Sells

1
+$2.34M
2
+$1.62M
3
+$1.58M
4
PNC icon
PNC Financial Services
PNC
+$1.3M
5
VMW
VMware, Inc
VMW
+$1.28M

Sector Composition

1 Technology 18.04%
2 Healthcare 12.43%
3 Industrials 11.93%
4 Financials 9.94%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$727K 0.24%
12,900
77
$652K 0.21%
8,443
-1,486
78
$637K 0.21%
27,800
79
$627K 0.21%
10,893
+340
80
$588K 0.19%
3,550
-1,078
81
$570K 0.19%
5,519
82
$561K 0.18%
8,283
-611
83
$545K 0.18%
3,332
+82
84
$519K 0.17%
12,212
85
$506K 0.17%
6,441
-3,173
86
$486K 0.16%
29,246
87
$481K 0.16%
1,272
88
$472K 0.16%
7,148
89
$459K 0.15%
10,620
-1,677
90
$406K 0.13%
2,228
91
$394K 0.13%
2,640
92
$380K 0.12%
15,200
93
$367K 0.12%
2,708
94
$350K 0.12%
1,600
95
$349K 0.11%
16,600
96
$347K 0.11%
10,270
97
$330K 0.11%
765
-34
98
$327K 0.11%
1,381
99
$308K 0.1%
5,662
100
$281K 0.09%
2,100
1 2 3
4
5