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
$339M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.75M
3
+$410K
4
AAPL icon
Apple
AAPL
+$262K
5
PEP icon
PepsiCo
PEP
+$254K

Top Sells

1
+$2.52M
2
+$135K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$127K
5
EMN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$710K 0.21%
7,918
-525
77
$696K 0.21%
12,900
78
$636K 0.19%
11,210
+317
79
$628K 0.19%
5,599
+80
80
$590K 0.17%
3,728
+396
81
$566K 0.17%
3,249
-301
82
$564K 0.17%
7,823
-460
83
$543K 0.16%
12,212
84
$520K 0.15%
10,815
+195
85
$487K 0.14%
1,272
86
$485K 0.14%
29,246
87
$482K 0.14%
6,135
-306
88
$480K 0.14%
7,148
89
$440K 0.13%
2,640
90
$428K 0.13%
16,600
91
$407K 0.12%
2,228
92
$406K 0.12%
6,399
+737
93
$398K 0.12%
2,708
94
$389K 0.11%
15,200
95
$379K 0.11%
795
+30
96
$371K 0.11%
1,639
+39
97
$363K 0.11%
10,270
98
$352K 0.1%
1,381
99
$324K 0.1%
2,240
+500
100
$321K 0.09%
17,641
1 2 3
4
5