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
$411M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.8M
3
+$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.65M
5
CSGP icon
CoStar Group
CSGP
+$1.63M

Top Sells

1
+$3.14M
2
+$2.34M
3
+$1.63M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 20.48%
2 Industrials 12.51%
3 Healthcare 12.35%
4 Financials 9.91%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.05%
1,128
-275
127
$158K 0.04%
21,400
128
$106K 0.03%
15,700
129
$104K 0.03%
10,399
130
$84.5K 0.02%
15,300
131
– –
-1,273
132
– –
-12,048
2 3 4 5
6