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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
CCICrown Castle Inc
Recent Activity
Increased 0.46%
0.09%
$363,765
4,008 shares@ $90.76 avg price
NNNNnn Reit Inc
Recent Activity
Increased 2.45%
0.08%
$304,862
7,463 shares@ $40.85 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 200%
0.06%
$249,390
9,000 shares@ $27.71 avg price