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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
$452M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.66M
3
+$3.46M
4
FTNT icon
Fortinet
FTNT
+$2.84M
5
TJX icon
TJX Companies
TJX
+$2.62M

Top Sells

1
+$4.04M
2
+$3.83M
3
+$3.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.27M
5
NVDA icon
NVIDIA
NVDA
+$3.06M

Sector Composition

1 Technology 25.5%
2 Financials 11.41%
3 Industrials 8.97%
4 Consumer Discretionary 7.8%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 4.71%
114,186
-17,541
2
$18.5M 4.09%
27,763
-2,754
3
$18.2M 4.02%
71,397
+3,320
4
$15.7M 3.47%
47,533
-12,500
5
$14.4M 3.2%
27,886
-6,721
6
$12.7M 2.8%
13,671
+782
7
$12.1M 2.68%
15,903
+1,772
8
$12.1M 2.68%
107,600
+16,005
9
$11.2M 2.47%
35,437
-8,848
10
$10.6M 2.35%
45,942
-1,069
11
$10.6M 2.35%
44,359
+2,975
12
$10.5M 2.32%
72,605
+19,751
13
$10.3M 2.27%
36,451
-15,878
14
$10.2M 2.25%
98,506
-6,112
15
$10.1M 2.24%
41,613
-15,564
16
$9.95M 2.2%
427,323
-17,235
17
$8.81M 1.95%
12,001
+308
18
$8.78M 1.94%
47,788
+2,467
19
$7.5M 1.66%
15,784
+356
20
$7.28M 1.61%
86,627
+31,795
21
$7.24M 1.6%
23,824
+1,785
22
$7.21M 1.59%
15,757
+2,568
23
$7.08M 1.57%
14,555
+6,465
24
$6.84M 1.51%
44,499
+12,344
25
$6.67M 1.48%
18,904
+1,833
1
2 3 4 5