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
$287M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.58M
3
+$2.51M
4
EQIX icon
Equinix
EQIX
+$2.46M
5
HON icon
Honeywell
HON
+$2.37M

Top Sells

1
+$2.7M
2
+$2.69M
3
+$2.36M
4
C icon
Citigroup
C
+$2M
5
BDX icon
Becton Dickinson
BDX
+$1.89M

Sector Composition

1 Technology 17.79%
2 Industrials 12.96%
3 Healthcare 12.01%
4 Financials 10.14%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 4.19%
103,666
+8,862
2
$9.06M 3.16%
22,864
-2,479
3
$8.6M 2.99%
70,369
-8,077
4
$8.06M 2.81%
21,543
+795
5
$7.8M 2.72%
33,082
-7,542
6
$7.31M 2.55%
125,756
+20,054
7
$7M 2.44%
32,229
+10,916
8
$6.82M 2.37%
33,630
+3,532
9
$6.75M 2.35%
22,118
-2,847
10
$6.74M 2.35%
41,003
+2,756
11
$6.5M 2.27%
13,682
+2,501
12
$6.31M 2.2%
33,379
-12,490
13
$6.2M 2.16%
29,292
-6,208
14
$5.64M 1.97%
16,006
+5,409
15
$5.58M 1.94%
25,168
-7,813
16
$5.36M 1.87%
401,680
+33,840
17
$5.32M 1.85%
44,645
+21,120
18
$5.22M 1.82%
96,416
-6,173
19
$5.08M 1.77%
44,247
+3,436
20
$5.01M 1.75%
27,171
-6,115
21
$5M 1.74%
29,416
-81
22
$4.94M 1.72%
32,827
+17,146
23
$4.91M 1.71%
76,715
-11,945
24
$4.88M 1.7%
107,889
-8,382
25
$4.85M 1.69%
31,340
+8,880
1
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