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FNBOMD

First National Bank of Mount Dora Portfolio holdings

AUM $463M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4.05M
3
+$358K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$321K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$271K

Top Sells

1
+$3.46M
2
+$2.1M
3
+$1.55M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.29M
5
HD icon
Home Depot
HD
+$830K

Sector Composition

1 Technology 24.66%
2 Financials 11.88%
3 Industrials 10.73%
4 Communication Services 8.03%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 4.69%
131,727
-1,314
2
$18.9M 4.25%
30,517
+7,081
3
$17.2M 3.88%
34,607
+100
4
$16.5M 3.73%
60,033
-140
5
$14M 3.15%
68,077
-74
6
$12.8M 2.9%
44,285
+513
7
$12.8M 2.88%
12,889
-22
8
$11.4M 2.58%
52,329
+2,215
9
$11M 2.48%
14,131
+38
10
$10.3M 2.32%
38,570
-33
11
$10.2M 2.31%
104,618
-85
12
$10.1M 2.29%
57,177
+1,941
13
$9.87M 2.23%
91,595
+1,647
14
$9.86M 2.22%
41,384
+165
15
$9.82M 2.22%
+444,558
16
$9.54M 2.15%
46,704
-172
17
$9.41M 2.12%
45,321
-298
18
$8.73M 1.97%
47,011
-551
19
$8.63M 1.95%
11,693
+267
20
$7.24M 1.63%
15,428
+78
21
$7M 1.58%
31,895
-17,483
22
$6.71M 1.51%
13,189
-120
23
$6.6M 1.49%
17,071
+66
24
$6.53M 1.47%
52,854
+53
25
$6.47M 1.46%
76,889
-84
1
2 3 4 5