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Tammy Rollins

@First National Bank Of Mount Dora, Trust Investment Services

Latest period2024 - Q4ReportedManaged Assets$427.397MTotal holdings133
Assets growth rate-3.01%Assets growth rate (2-Q avg)1.64%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First National Bank Of Mount Dora, Trust Investment Services's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of First National Bank Of Mount Dora, Trust Investment Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 427.397M in assets, with a quarterly growth rate of -3.01% and a 2-quarter average growth rate of 1.64%. The portfolio is managed by Tammy Rollins, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Exited
0%
$1.554M
15,348 shares@ $101.27 avg price
DOWDow Inc
Recent Activity
Exited
0%
$726,687
13,302 shares@ $54.63 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$711,118
30,312 shares@ $23.46 avg price
IEFAIshares Tr
Recent Activity
Exited
0%
$459,323
5,885 shares@ $78.05 avg price
IJHIshares Tr
Recent Activity
Exited
0%
$238,000
3,819 shares@ $62.32 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Exited
0%
$226,509
4,998 shares@ $45.32 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$225,843
1,590 shares@ $142.04 avg price