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
$339M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.75M
3
+$410K
4
AAPL icon
Apple
AAPL
+$262K
5
PEP icon
PepsiCo
PEP
+$254K

Top Sells

1
+$2.52M
2
+$135K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$127K
5
EMN icon
Eastman Chemical
EMN
+$116K

Sector Composition

1 Technology 18.14%
2 Healthcare 13.3%
3 Industrials 11.53%
4 Financials 9.18%
5 Consumer Staples 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 4.88%
34,813
+8,596
2
$15.7M 4.63%
135,103
+15,025
3
$12.2M 3.59%
68,637
+1,474
4
$11.2M 3.3%
380,740
-4,310
5
$10.1M 2.99%
30,126
+75
6
$9.69M 2.86%
17,068
+243
7
$8.76M 2.58%
21,114
-99
8
$8.14M 2.4%
16,209
+422
9
$7.82M 2.31%
13,785
+194
10
$7.51M 2.22%
144,626
+4,343
11
$7.25M 2.14%
21,159
+149
12
$7.17M 2.11%
33,618
+466
13
$6.48M 1.91%
37,886
+313
14
$6.47M 1.91%
9,696
+233
15
$6.3M 1.86%
29,381
+599
16
$6.18M 1.82%
37,060
+1,260
17
$6.07M 1.79%
125,955
+3,519
18
$5.97M 1.76%
24,200
+106
19
$5.92M 1.75%
100,238
+946
20
$5.9M 1.74%
28,315
+227
21
$5.68M 1.67%
39,128
+613
22
$5.62M 1.66%
29,812
-180
23
$5.55M 1.64%
83,173
+1,427
24
$5.5M 1.62%
40,215
+287
25
$5.42M 1.6%
107,644
+3,350
1
2 3 4 5