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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$634K
3 +$197K
4
BMY icon
Bristol-Myers Squibb
BMY
+$193K
5
WMB icon
Williams Companies
WMB
+$160K

Top Sells

1 +$482K
2 +$392K
3 +$290K
4
AVGO icon
Broadcom
AVGO
+$275K
5
HON icon
Honeywell
HON
+$247K

Sector Composition

1 Technology 24.46%
2 Financials 11.19%
3 Industrials 8.71%
4 Healthcare 7.77%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSEC icon
126
Prospect Capital
PSEC
$1.13B
$39.6K 0.01%
15,300
FISV
127
Fiserv Inc
FISV
$28.4B
-1,684
DIS icon
128
Walt Disney
DIS
$172B
-1,889
CLX icon
129
Clorox
CLX
$12.1B
-1,722