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
$411M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.8M
3
+$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.65M
5
CSGP icon
CoStar Group
CSGP
+$1.63M

Top Sells

1
+$3.14M
2
+$2.34M
3
+$1.63M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 20.48%
2 Industrials 12.51%
3 Healthcare 12.35%
4 Financials 9.91%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$492K 0.12%
7,148
102
$465K 0.11%
5,673
-361
103
$441K 0.11%
2,708
104
$424K 0.1%
2,652
-574
105
$413K 0.1%
1,808
-14
106
$391K 0.1%
2,228
107
$374K 0.09%
15,200
108
$345K 0.08%
1,381
109
$343K 0.08%
8,029
-339
110
$339K 0.08%
4,176
-653
111
$337K 0.08%
+1,323
112
$318K 0.08%
4,336
+961
113
$280K 0.07%
+1,855
114
$279K 0.07%
10,986
115
$279K 0.07%
+5,137
116
$275K 0.07%
1,335
117
$245K 0.06%
2,100
118
$244K 0.06%
9,000
119
$234K 0.06%
4,689
-54
120
$230K 0.06%
16,600
121
$229K 0.06%
2,455
122
$227K 0.06%
4,187
+333
123
$224K 0.05%
+5,316
124
$217K 0.05%
1,469
-34
125
$213K 0.05%
17,641
2 3 4
5
6