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
$338M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$602K
2 +$462K
3 +$331K
4
TJX icon
TJX Companies
TJX
+$289K
5
DOW icon
Dow Inc
DOW
+$244K

Top Sells

1 +$831K
2 +$606K
3 +$399K
4
CCI icon
Crown Castle
CCI
+$328K
5
LOW icon
Lowe's Companies
LOW
+$286K

Sector Composition

1 Technology 19.34%
2 Industrials 13.21%
3 Healthcare 12.61%
4 Financials 9.8%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,824
127
-1,547