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
$441M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.91M
3
+$3.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.81M
5
AMAT icon
Applied Materials
AMAT
+$2M

Top Sells

1
+$7.48M
2
+$3.7M
3
+$2.44M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.48M
5
EQIX icon
Equinix
EQIX
+$1.43M

Sector Composition

1 Technology 21.3%
2 Healthcare 11.51%
3 Industrials 10.99%
4 Financials 9.79%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$478K 0.11%
2,932
-3,666
102
$473K 0.11%
3,990
-907
103
$473K 0.11%
2,708
104
$461K 0.1%
14,178
-2,663
105
$459K 0.1%
+5,885
106
$448K 0.1%
2,495
-82
107
$429K 0.1%
1,808
108
$418K 0.09%
2,566
-170
109
$405K 0.09%
2,228
110
$397K 0.09%
11,404
-13,056
111
$391K 0.09%
15,200
112
$364K 0.08%
1,381
113
$360K 0.08%
3,422
-764
114
$358K 0.08%
1,323
115
$353K 0.08%
7,285
-647
116
$344K 0.08%
4,099
-143
117
$317K 0.07%
4,066
-212
118
$314K 0.07%
2,455
119
$312K 0.07%
1,883
+28
120
$294K 0.07%
1,210
-125
121
$293K 0.07%
10,986
122
$270K 0.06%
16,600
123
$265K 0.06%
2,100
124
$250K 0.06%
17,641
125
$249K 0.06%
9,000
2 3 4
5
6