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
$304M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$515K
3
+$468K
4
ADBE icon
Adobe
ADBE
+$429K
5
COST icon
Costco
COST
+$355K

Top Sells

1
+$514K
2
+$453K
3
+$440K
4
COF icon
Capital One
COF
+$434K
5
SYY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.08%
2,678
-51
102
$243K 0.08%
6,644
+65
103
$235K 0.08%
8,993
104
$235K 0.08%
9,000
105
$221K 0.07%
1,335
-14
106
$214K 0.07%
+3,547
107
$209K 0.07%
+1,405
108
$207K 0.07%
+7,059
109
$204K 0.07%
+2,001
110
$204K 0.07%
+2,455
111
$198K 0.07%
15,700
112
$128K 0.04%
15,300
113
$107K 0.04%
21,400
114
$47K 0.02%
12,048
115
$41K 0.01%
10,300
116
– –
-3,977
117
– –
-5,000
1 2 3 4
5