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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.44M
3
+$5.28M
4
JPM icon
JPMorgan Chase
JPM
+$4.69M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.11M

Top Sells

1
+$7.55M
2
+$5.1M
3
+$4.23M
4
LHX icon
L3Harris
LHX
+$3.55M
5
PSA icon
Public Storage
PSA
+$3.37M

Sector Composition

1 Technology 21.01%
2 Financials 12.57%
3 Industrials 11.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$788K 0.19%
6,107
77
$757K 0.18%
10,566
+1,090
78
$719K 0.18%
10,122
-761
79
$718K 0.18%
10,945
-1,504
80
$715K 0.17%
8,616
81
$713K 0.17%
1,269
82
$695K 0.17%
1,272
83
$665K 0.16%
27,800
84
$650K 0.16%
10,300
-100
85
$643K 0.16%
1,252
-136
86
$607K 0.15%
2,650
-915
87
$566K 0.14%
4,274
-75
88
$562K 0.14%
29,246
89
$534K 0.13%
5,123
+1,115
90
$527K 0.13%
7,148
91
$525K 0.13%
1,719
-1,167
92
$510K 0.12%
3,588
-370
93
$502K 0.12%
2,119
-10,856
94
$479K 0.12%
3,192
95
$468K 0.11%
2,708
96
$461K 0.11%
11,400
97
$432K 0.11%
3,853
-537
98
$422K 0.1%
1,911
-457
99
$409K 0.1%
4,646
-1,121
100
$384K 0.09%
2,228
2 3
4
5 6