FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
This Quarter Return
-0.75%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$304M
AUM Growth
+$304M
(-0.04%)
Cap. Flow
+$8.94M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
29.08%
Holding
126
New
8
Increased
24
Reduced
45
Closed
4
Top Buys
| 1 |
Crown Castle
CCI
|
$2.22M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.91M |
| 3 |
Target
TGT
|
$1.76M |
| 4 |
UnitedHealth
UNH
|
$1.67M |
| 5 |
S&P Global
SPGI
|
$1.57M |
Top Sells
| 1 |
Spotify
SPOT
|
$2.34M |
| 2 |
RTX Corp
RTX
|
$1.62M |
| 3 |
Hartford Financial Services
HIG
|
$1.58M |
| 4 |
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% |
