FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $443M
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.47M
3
+$2.05M
4
WM icon
Waste Management
WM
+$2.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.99M

Top Sells

1
+$1.97M
2
+$1.79M
3
+$1.72M
4
ADSK icon
Autodesk
ADSK
+$1.28M
5
HON icon
Honeywell
HON
+$1.28M

Sector Composition

1 Technology 16.67%
2 Healthcare 14.88%
3 Industrials 11.87%
4 Consumer Staples 9.63%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-19,458
127
– –
-2,809
128
– –
-1,846
129
– –
-2,100
2 3 4 5
6