FA

FMA Advisory Portfolio holdings

AUM $268M
1-Year Est. Return 30.8%
This Quarter Est. Return
1 Year Est. Return
+30.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$741K
3 +$628K
4
FULT icon
Fulton Financial
FULT
+$597K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$557K

Top Sells

1 +$1.75M
2 +$349K
3 +$326K
4
DD icon
DuPont de Nemours
DD
+$314K
5
HSY icon
Hershey
HSY
+$218K

Sector Composition

1 Financials 16.79%
2 Healthcare 8.15%
3 Industrials 7.31%
4 Consumer Staples 7.15%
5 Technology 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,030
152
-83,151
153
-11,305