FNBOMD
First National Bank of Mount Dora Portfolio holdings
AUM
$443M
1-Year Return
18.63%
This Quarter Return
+7.9%
1 Year Return
+18.63%
3 Year Return
+81.15%
5 Year Return
+142.45%
10 Year Return
+302.76%
AUM
$441M
AUM Growth
+$26M
(+6.3%)
Cap. Flow
-$1.49M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
29.38%
Holding
141
New
6
Increased
32
Reduced
62
Closed
4
Top Buys
| 1 |
T-Mobile US
TMUS
|
$4.78M |
| 2 |
Motorola Solutions
MSI
|
$3.91M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.04M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.81M |
| 5 |
Applied Materials
AMAT
|
$2M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.48M |
| 2 |
Verizon
VZ
|
$3.7M |
| 3 |
Thermo Fisher Scientific
TMO
|
$2.44M |
| 4 |
Public Service Enterprise Group
PEG
|
$1.48M |
| 5 |
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% |
