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
$411M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.8M
3
+$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.65M
5
CSGP icon
CoStar Group
CSGP
+$1.63M

Top Sells

1
+$3.14M
2
+$2.34M
3
+$1.63M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 20.48%
2 Industrials 12.51%
3 Healthcare 12.35%
4 Financials 9.91%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.25%
36,255
-50,713
77
$997K 0.24%
5,196
-132
78
$958K 0.23%
46,002
79
$929K 0.23%
16,114
-2,048
80
$784K 0.19%
13,000
81
$739K 0.18%
6,107
82
$736K 0.18%
11,639
+660
83
$710K 0.17%
11,605
+2,020
84
$702K 0.17%
8,616
85
$671K 0.16%
6,693
-563
86
$623K 0.15%
4,817
+82
87
$613K 0.15%
3,500
+87
88
$600K 0.15%
6,155
-442
89
$593K 0.14%
5,607
-2,332
90
$587K 0.14%
10,400
91
$579K 0.14%
4,729
-5
92
$573K 0.14%
4,498
-77
93
$566K 0.14%
1,076
94
$551K 0.13%
2,736
95
$547K 0.13%
27,800
96
$544K 0.13%
12,900
97
$540K 0.13%
29,246
98
$531K 0.13%
1,272
99
$520K 0.13%
17,559
+570
100
$506K 0.12%
1,052
2 3
4
5 6