FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
This Quarter Return
+6.93%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$304M
AUM Growth
+$304M
(+6%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
28.29%
Holding
121
New
5
Increased
29
Reduced
47
Closed
3
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
$751K |
| 2 |
VMW
VMware, Inc
VMW
|
$515K |
| 3 |
Amazon
AMZN
|
$468K |
| 4 |
Adobe
ADBE
|
$429K |
| 5 |
Costco
COST
|
$355K |
Top Sells
| 1 |
Valero Energy
VLO
|
$514K |
| 2 |
Texas Instruments
TXN
|
$453K |
| 3 |
Apple
AAPL
|
$440K |
| 4 |
Capital One
COF
|
$434K |
| 5 |
Sysco
SYY
|
$347K |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Industrials | 12.77% |
| 3 | Healthcare | 12.06% |
| 4 | Financials | 9.92% |
| 5 | Consumer Discretionary | 7.13% |
