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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
$452M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.66M
3 +$3.46M
4
FTNT icon
Fortinet
FTNT
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.62M

Top Sells

1 +$4.04M
2 +$3.83M
3 +$3.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$3.06M

Sector Composition

1 Technology 25.5%
2 Financials 11.41%
3 Industrials 8.97%
4 Consumer Discretionary 7.8%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$406K 0.09%
5,524
102
$405K 0.09%
1,667
-3
103
$405K 0.09%
3,254
-1
104
$399K 0.09%
1,976
-3,193
105
$391K 0.09%
1,331
-247
106
$367K 0.08%
3,305
-273
107
$319K 0.07%
1,707
-543
108
$299K 0.07%
2,100
109
$294K 0.07%
9,653
110
$293K 0.06%
1,165
-10
111
$270K 0.06%
2,856
-279
112
$267K 0.06%
9,000
113
$263K 0.06%
874
-967
114
$248K 0.05%
3,274
-756
115
$237K 0.05%
3,462
-180
116
$235K 0.05%
1,948
117
$220K 0.05%
17,641
118
$217K 0.05%
1,684
-127
119
$216K 0.05%
1,889
+210
120
$212K 0.05%
1,722
-524
121
$211K 0.05%
4,892
122
$205K 0.05%
+4,500
123
$205K 0.05%
16,600
124
$153K 0.03%
17,500
125
$129K 0.03%
10,399