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

Top Buys

1 +$626K
2 +$465K
3 +$354K
4
TJX icon
TJX Companies
TJX
+$287K
5
NEE icon
NextEra Energy
NEE
+$269K

Top Sells

1 +$856K
2 +$581K
3 +$384K
4
CCI icon
Crown Castle
CCI
+$369K
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
-1,547
127
-2,993