FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $443M
This Quarter Return
+11.98%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$227M
AUM Growth
+$227M
Cap. Flow
+$3.85M
Cap. Flow %
1.7%
Top 10 Hldgs %
27.94%
Holding
107
New
12
Increased
25
Reduced
42
Closed
6

Top Buys

1
CMCSA icon
Comcast
CMCSA
$1.74M
2
BCE icon
BCE
BCE
$1.68M
3
NNN icon
NNN REIT
NNN
$1.63M
4
FI icon
Fiserv
FI
$1.6M
5
DD icon
DuPont de Nemours
DD
$1.48M

Sector Composition

1 Technology 15.06%
2 Healthcare 14.68%
3 Industrials 13.96%
4 Financials 12.15%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SIR
101
DELISTED
SELECT INCOME REIT
SIR
-10,750 Closed -$80K