FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
1-Year Return
18.63%
This Quarter Return
+10.21%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$339M
AUM Growth
+$35M
(+12%)
Cap. Flow
+$8.72M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
31.75%
Holding
127
New
5
Increased
58
Reduced
25
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.08M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.75M |
| 3 |
Crown Castle
CCI
|
$410K |
| 4 |
Apple
AAPL
|
$262K |
| 5 |
PepsiCo
PEP
|
$254K |
Top Sells
| 1 |
TJX Companies
TJX
|
$2.52M |
| 2 |
RTX Corp
RTX
|
$135K |
| 3 |
American Electric Power
AEP
|
$131K |
| 4 |
NVIDIA
NVDA
|
$127K |
| 5 |
Eastman Chemical
EMN
|
$116K |
Sector Composition
| 1 | Technology | 18.14% |
| 2 | Healthcare | 13.3% |
| 3 | Industrials | 11.53% |
| 4 | Financials | 9.18% |
| 5 | Consumer Staples | 7.85% |
