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
$287M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.58M
3
+$2.51M
4
EQIX icon
Equinix
EQIX
+$2.46M
5
HON icon
Honeywell
HON
+$2.37M

Top Sells

1
+$2.7M
2
+$2.69M
3
+$2.36M
4
C icon
Citigroup
C
+$2M
5
BDX icon
Becton Dickinson
BDX
+$1.89M

Sector Composition

1 Technology 17.79%
2 Industrials 12.96%
3 Healthcare 12.01%
4 Financials 10.14%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.09%
3,977
-1,395
102
$246K 0.09%
+17,641
103
$224K 0.08%
6,579
-1,250
104
$223K 0.08%
9,000
105
$216K 0.08%
1,349
-114
106
$212K 0.07%
+5,000
107
$208K 0.07%
+8,993
108
$186K 0.06%
+15,700
109
$117K 0.04%
15,300
110
$90K 0.03%
21,400
+8,500
111
$40K 0.01%
+12,048
112
$33K 0.01%
+10,300
113
– –
-1,575
114
– –
-16,831
115
– –
-750
116
– –
-4,468
117
– –
-924
118
– –
-11,937
1 2 3 4
5