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
$441M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.91M
3
+$3.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.81M
5
AMAT icon
Applied Materials
AMAT
+$2M

Top Sells

1
+$7.48M
2
+$3.7M
3
+$2.44M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.48M
5
EQIX icon
Equinix
EQIX
+$1.43M

Sector Composition

1 Technology 21.3%
2 Healthcare 11.51%
3 Industrials 10.99%
4 Financials 9.79%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.24%
5,196
77
$988K 0.22%
6,708
-2,983
78
$963K 0.22%
46,002
79
$933K 0.21%
3,870
-2,911
80
$912K 0.21%
3,297
-5,093
81
$842K 0.19%
13,000
82
$811K 0.18%
12,449
-728
83
$783K 0.18%
6,107
84
$761K 0.17%
8,616
85
$732K 0.17%
1,269
86
$727K 0.16%
13,302
-8,815
87
$711K 0.16%
30,312
-42,585
88
$683K 0.16%
9,509
-1,849
89
$677K 0.15%
10,822
-683
90
$648K 0.15%
10,400
91
$646K 0.15%
27,800
92
$638K 0.14%
5,695
-1,271
93
$630K 0.14%
1,272
94
$605K 0.14%
12,900
95
$575K 0.13%
3,380
-120
96
$574K 0.13%
29,246
97
$548K 0.12%
3,849
-571
98
$535K 0.12%
4,413
-912
99
$525K 0.12%
7,148
100
$524K 0.12%
5,069
-265
2 3
4
5 6