FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
1-Year Return
18.63%
This Quarter Return
+4.98%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$415M
AUM Growth
+$3.87M
(+0.94%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
31.08%
Holding
137
New
6
Increased
24
Reduced
66
Closed
2
Top Buys
| 1 |
T-Mobile US
TMUS
|
$4.73M |
| 2 |
Motorola Solutions
MSI
|
$3.75M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.2M |
| 4 |
Applied Materials
AMAT
|
$1.63M |
| 5 |
AbbVie
ABBV
|
$1.46M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$5.5M |
| 2 |
Verizon
VZ
|
$2.12M |
| 3 |
Thermo Fisher Scientific
TMO
|
$2M |
| 4 |
Public Service Enterprise Group
PEG
|
$1.82M |
| 5 |
Thomson Reuters
TRI
|
$1.76M |
Sector Composition
| 1 | Technology | 23.2% |
| 2 | Healthcare | 11.87% |
| 3 | Industrials | 11.42% |
| 4 | Financials | 9.51% |
| 5 | Communication Services | 7.68% |
