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
$339M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.75M
3
+$410K
4
AAPL icon
Apple
AAPL
+$262K
5
PEP icon
PepsiCo
PEP
+$254K

Top Sells

1
+$2.52M
2
+$135K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$127K
5
EMN icon
Eastman Chemical
EMN
+$116K

Sector Composition

1 Technology 18.14%
2 Healthcare 13.3%
3 Industrials 11.53%
4 Financials 9.18%
5 Consumer Staples 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.09%
4,413
+158
102
$285K 0.08%
2,536
-142
103
$281K 0.08%
1,645
+310
104
$281K 0.08%
2,100
105
$275K 0.08%
4,398
+138
106
$273K 0.08%
774
107
$254K 0.07%
+1,461
108
$241K 0.07%
9,000
109
$232K 0.07%
7,691
-200
110
$232K 0.07%
2,001
111
$227K 0.07%
3,547
112
$225K 0.07%
8,993
113
$225K 0.07%
+871
114
$225K 0.07%
5,744
-900
115
$217K 0.06%
+4,754
116
$211K 0.06%
2,455
117
$209K 0.06%
+3,573
118
$138K 0.04%
15,700
119
$129K 0.04%
15,300
120
$112K 0.03%
21,400
121
$48K 0.01%
12,048
122
– –
-38,196
1 2 3 4
5