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
$220M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.88M
3
+$2.37M
4
AMZN icon
Amazon
AMZN
+$2.3M
5
ITW icon
Illinois Tool Works
ITW
+$1.49M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
ADBE icon
Adobe
ADBE
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 18.3%
2 Healthcare 14.25%
3 Industrials 11.31%
4 Financials 9.9%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.07M 3.67%
39,664
-4,069
2
$7.77M 3.53%
85,220
-13,628
3
$6.74M 3.06%
34,906
+1,364
4
$6.69M 3.04%
21,702
+27
5
$6.5M 2.95%
25,947
-935
6
$6.06M 2.76%
47,755
+5,378
7
$5.66M 2.57%
49,016
8
$5.6M 2.54%
32,011
+8,524
9
$5.42M 2.46%
23,208
+1,032
10
$5.41M 2.46%
98,051
-799
11
$5.39M 2.45%
38,307
-5,044
12
$5.23M 2.38%
87,452
+9,408
13
$5.16M 2.34%
52,525
-4,956
14
$5.15M 2.34%
30,372
-3,864
15
$4.57M 2.07%
10,490
-3,006
16
$4.54M 2.06%
61,468
+7,770
17
$4.45M 2.02%
111,558
-2,964
18
$3.89M 1.77%
99,878
-14,239
19
$3.85M 1.75%
53,502
-6,921
20
$3.58M 1.63%
32,104
+5,379
21
$3.55M 1.61%
29,718
-528
22
$3.49M 1.59%
11,834
-5,172
23
$3.48M 1.58%
90,361
+8,280
24
$3.43M 1.56%
+55,733
25
$3.42M 1.55%
21,751
+379
1
2 3 4