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
$415M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.75M
3
+$2.2M
4
AMAT icon
Applied Materials
AMAT
+$1.63M
5
ABBV icon
AbbVie
ABBV
+$1.46M

Top Sells

1
+$5.5M
2
+$2.12M
3
+$2M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.76M

Sector Composition

1 Technology 23.2%
2 Healthcare 11.87%
3 Industrials 11.42%
4 Financials 9.51%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.05%
4,581
-108
127
$214K 0.05%
1,469
128
$206K 0.05%
17,641
129
$205K 0.05%
4,998
-318
130
$204K 0.05%
3,855
-332
131
$171K 0.04%
21,400
132
$107K 0.03%
10,399
133
$84.6K 0.02%
15,300
134
$80.7K 0.02%
15,700
135
– –
-5,137
136
– –
-1,128
2 3 4 5
6