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
$338M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$462K
3
+$331K
4
TJX icon
TJX Companies
TJX
+$289K
5
DOW icon
Dow Inc
DOW
+$244K

Top Sells

1
+$831K
2
+$606K
3
+$399K
4
CCI icon
Crown Castle
CCI
+$328K
5
LOW icon
Lowe's Companies
LOW
+$286K

Sector Composition

1 Technology 19.34%
2 Industrials 13.21%
3 Healthcare 12.61%
4 Financials 9.8%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.19%
6,107
77
$615K 0.18%
8,616
78
$599K 0.18%
5,000
-533
79
$590K 0.17%
4,883
-258
80
$578K 0.17%
3,413
+1,951
81
$562K 0.17%
10,618
82
$553K 0.16%
9,885
+28
83
$519K 0.15%
7,211
-919
84
$502K 0.15%
12,900
85
$501K 0.15%
18,288
+1,190
86
$494K 0.15%
27,800
87
$480K 0.14%
29,246
88
$462K 0.14%
1,076
89
$459K 0.14%
11,165
+1,527
90
$455K 0.13%
4,032
-1,413
91
$450K 0.13%
6,475
+62
92
$442K 0.13%
7,148
93
$436K 0.13%
2,884
+9
94
$413K 0.12%
1,052
+35
95
$412K 0.12%
1,272
96
$397K 0.12%
2,880
97
$371K 0.11%
2,162
98
$364K 0.11%
4,494
-1,998
99
$350K 0.1%
5,295
+1,292
100
$344K 0.1%
1,822
2 3
4
5 6