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
$203M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$1.84M
3 +$1.1M
4
MSFT icon
Microsoft
MSFT
+$1M
5
RTN
Raytheon Company
RTN
+$993K

Top Sells

1 +$2.96M
2 +$1.66M
3 +$1.21M
4
APH icon
Amphenol
APH
+$601K
5
ACM icon
Aecom
ACM
+$571K

Sector Composition

1 Industrials 19.84%
2 Healthcare 16.21%
3 Technology 12.86%
4 Financials 12.72%
5 Energy 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.17M 3.53%
54,455
+945
2
$6.91M 3.4%
53,176
+1,350
3
$6.78M 3.34%
26,999
-393
4
$6.58M 3.23%
73,347
-3,245
5
$5.77M 2.84%
68,165
+2,365
6
$5.66M 2.78%
22,274
-700
7
$5.66M 2.78%
34,598
+1,662
8
$5.56M 2.74%
73,451
+2,395
9
$5.45M 2.68%
104,001
+4,266
10
$5.39M 2.65%
139,948
+11,064
11
$5.37M 2.64%
60,465
+229
12
$5.3M 2.61%
139,258
+7,479
13
$5.18M 2.55%
49,259
-472
14
$5.08M 2.5%
83,159
+5,528
15
$4.92M 2.42%
98,327
-2,614
16
$4.89M 2.4%
144,254
+12,435
17
$4.86M 2.39%
25,431
+707
18
$4.84M 2.38%
97,792
+6,145
19
$4.8M 2.36%
38,250
+2,323
20
$4.65M 2.29%
50,719
-1,439
21
$4.46M 2.19%
96,377
+7,350
22
$4.4M 2.16%
29,741
-3,080
23
$4.26M 2.09%
57,133
+13,473
24
$4.23M 2.08%
46,533
+2,453
25
$4M 1.97%
55,007
+25,317