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
$331M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.34M
3
+$1.73M
4
NEE icon
NextEra Energy
NEE
+$1.63M
5
MCD icon
McDonald's
MCD
+$1.54M

Top Sells

1
+$2.28M
2
+$1.68M
3
+$1.51M
4
TXN icon
Texas Instruments
TXN
+$1.36M
5
XOM icon
Exxon Mobil
XOM
+$1.26M

Sector Composition

1 Technology 19.3%
2 Healthcare 13.94%
3 Industrials 11.57%
4 Consumer Staples 9.77%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.1%
3,220
+207
102
$321K 0.1%
15,288
+88
103
$314K 0.09%
+1,512
104
$312K 0.09%
2,228
105
$291K 0.09%
1,381
106
$278K 0.08%
5,319
+170
107
$272K 0.08%
4,292
+304
108
$272K 0.08%
3,273
+58
109
$270K 0.08%
11,084
-12,450
110
$260K 0.08%
10,986
111
$253K 0.08%
+1,986
112
$246K 0.07%
3,622
-384
113
$242K 0.07%
1,329
-33
114
$236K 0.07%
3,408
-199
115
$229K 0.07%
2,100
116
$229K 0.07%
+7,113
117
$224K 0.07%
1,111
-1,630
118
$214K 0.06%
+1,403
119
$210K 0.06%
17,641
120
$210K 0.06%
16,600
121
$206K 0.06%
+2,477
122
$206K 0.06%
+9,090
123
$156K 0.05%
15,700
124
$141K 0.04%
21,400
125
$106K 0.03%
15,300
2 3 4
5
6