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
$332M
AUM Growth
-$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.79M
3
+$1.77M
4
UNP icon
Union Pacific
UNP
+$1.76M
5
TGT icon
Target
TGT
+$1.72M

Top Sells

1
+$2.87M
2
+$2.87M
3
+$2.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M
5
COST icon
Costco
COST
+$1.9M

Sector Composition

1 Technology 18.78%
2 Healthcare 14.05%
3 Industrials 12.43%
4 Consumer Staples 8.24%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,728
127
– –
-871
128
– –
-3,573
2 3 4 5
6