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
$331M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$1.73M
4
NEE icon
NextEra Energy
NEE
+$1.63M
5
MCD icon
McDonald's
MCD
+$1.54M

Top Sells

1
+$2.28M
2
+$1.68M
3
+$1.51M
4
TXN icon
Texas Instruments
TXN
+$1.36M
5
XOM icon
Exxon Mobil
XOM
+$1.26M

Sector Composition

1 Technology 19.3%
2 Healthcare 13.94%
3 Industrials 11.57%
4 Consumer Staples 9.77%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$695K 0.21%
5,176
-129
77
$671K 0.2%
17,855
-233
78
$655K 0.2%
6,542
+1,365
79
$645K 0.2%
11,770
+178
80
$644K 0.19%
6,107
81
$635K 0.19%
8,616
82
$626K 0.19%
10,087
-9,939
83
$606K 0.18%
4,766
-538
84
$593K 0.18%
27,800
85
$580K 0.18%
7,414
-468
86
$570K 0.17%
5,742
-26
87
$535K 0.16%
3,872
+994
88
$523K 0.16%
12,900
89
$443K 0.13%
7,148
90
$441K 0.13%
9,400
-254
91
$418K 0.13%
1,017
92
$416K 0.13%
1,272
93
$408K 0.12%
9,245
-378
94
$408K 0.12%
2,579
-62
95
$396K 0.12%
2,162
96
$388K 0.12%
2,875
97
$377K 0.11%
29,246
98
$375K 0.11%
4,858
+137
99
$348K 0.11%
1,672
-3,054
100
$345K 0.1%
1,822
2 3
4
5 6