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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.44M
3
+$5.28M
4
JPM icon
JPMorgan Chase
JPM
+$4.69M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.11M

Top Sells

1
+$7.55M
2
+$5.1M
3
+$4.23M
4
LHX icon
L3Harris
LHX
+$3.55M
5
PSA icon
Public Storage
PSA
+$3.37M

Sector Composition

1 Technology 21.01%
2 Financials 12.57%
3 Industrials 11.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.09%
1,699
-109
102
$376K 0.09%
2,455
103
$370K 0.09%
4,927
+993
104
$366K 0.09%
2,514
-52
105
$364K 0.09%
2,470
-439
106
$357K 0.09%
5,524
107
$356K 0.09%
15,200
108
$350K 0.09%
704
-1,229
109
$349K 0.09%
1,210
110
$347K 0.08%
3,300
-77
111
$341K 0.08%
12,798
-1,515
112
$340K 0.08%
1,461
-10,193
113
$329K 0.08%
4,466
-464
114
$308K 0.08%
1,029
-11,257
115
$283K 0.07%
10,986
116
$277K 0.07%
1,189
-134
117
$262K 0.06%
1,696
-187
118
$254K 0.06%
4,166
-7
119
$249K 0.06%
16,600
120
$247K 0.06%
953
+78
121
$243K 0.06%
2,100
122
$236K 0.06%
9,000
123
$225K 0.05%
3,642
-550
124
$222K 0.05%
17,641
125
$211K 0.05%
4,892
2 3 4
5
6