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
$331M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M
2 +$2.34M
3 +$1.73M
4
NEE icon
NextEra Energy
NEE
+$1.63M
5
MCD icon
McDonald's
MCD
+$1.54M

Top Sells

1 +$2.28M
2 +$1.68M
3 +$1.51M
4
TXN icon
Texas Instruments
TXN
+$1.36M
5
XOM icon
Exxon Mobil
XOM
+$1.26M

Sector Composition

1 Technology 19.3%
2 Healthcare 13.94%
3 Industrials 11.57%
4 Consumer Staples 9.77%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$41.6K 0.01%
12,048
127
-4,694
128
-1,149
129
-23,888