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
$411M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.8M
3
+$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.65M
5
CSGP icon
CoStar Group
CSGP
+$1.63M

Top Sells

1
+$3.14M
2
+$2.34M
3
+$1.63M
4
BDX icon
Becton Dickinson
BDX
+$1.49M
5
CVX icon
Chevron
CVX
+$1.43M

Sector Composition

1 Technology 20.48%
2 Industrials 12.51%
3 Healthcare 12.35%
4 Financials 9.91%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 5.21%
236,740
-34,730
2
$17.2M 4.18%
32,792
-1,546
3
$13.8M 3.36%
32,804
-1,170
4
$12.6M 3.08%
73,725
+1,512
5
$11.1M 2.7%
15,152
-3,193
6
$9.59M 2.33%
72,320
+12,430
7
$8.96M 2.18%
57,525
-10,490
8
$8.56M 2.08%
128,155
-11,932
9
$8.32M 2.03%
16,488
-1,129
10
$8.23M 2%
10,582
-1,510
11
$8.19M 1.99%
19,931
-850
12
$8.14M 1.98%
39,343
+1,397
13
$7.95M 1.94%
49,014
-3,910
14
$7.63M 1.86%
43,804
+1,670
15
$7.58M 1.85%
65,233
-492
16
$7.53M 1.83%
41,340
-1,576
17
$7.48M 1.82%
178,277
+466
18
$7.41M 1.8%
123,091
+133
19
$7.22M 1.76%
166,487
+17,186
20
$6.9M 1.68%
45,301
-495
21
$6.45M 1.57%
48,902
-717
22
$6.08M 1.48%
28,536
+2,405
23
$6M 1.46%
45,250
+10,589
24
$5.81M 1.42%
13,666
-3,137
25
$5.73M 1.4%
9,866
+342
1
2 3 4 5