FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
This Quarter Return
+4.19%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$172M
AUM Growth
+$172M
(+4.7%)
Cap. Flow
+$4.08M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
29.76%
Holding
108
New
3
Increased
37
Reduced
41
Closed
6
Top Buys
| 1 |
Trinity Industries
TRN
|
$2.21M |
| 2 |
HP
HPQ
|
$874K |
| 3 |
Intel
INTC
|
$576K |
| 4 |
Invesco
IVZ
|
$556K |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$485K |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$1.01M |
| 2 |
APU
AmeriGas Partners, L.P.
APU
|
$496K |
| 3 |
Truist Financial
TFC
|
$488K |
| 4 |
Deere & Co
DE
|
$392K |
| 5 |
Qualcomm
QCOM
|
$279K |
Sector Composition
| 1 | Healthcare | 17.16% |
| 2 | Financials | 14.78% |
| 3 | Technology | 12.72% |
| 4 | Industrials | 12.62% |
| 5 | Energy | 10.6% |