FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.03%
20,031
+1,975
227
$305K 0.03%
9,059
-181
228
$304K 0.03%
10,490
-310
229
$302K 0.03%
7,102
230
$301K 0.03%
5,427
-460
231
$299K 0.03%
12,618
+704
232
$296K 0.03%
16,016
+244
233
$294K 0.03%
2,376
-130
234
$292K 0.03%
1,873
+30
235
$292K 0.03%
6,644
-182
236
$288K 0.03%
14,384
-968
237
$288K 0.03%
7,949
+5
238
$286K 0.03%
2,375
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239
$282K 0.03%
13,750
-3,072
240
$281K 0.03%
31,603
-151
241
$281K 0.03%
10,203
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242
$279K 0.03%
7,886
-20
243
$274K 0.03%
12,090
-258
244
$271K 0.03%
9,900
245
$270K 0.03%
9,172
-966
246
$269K 0.03%
2,010
+27
247
$268K 0.03%
19,265
+1,255
248
$266K 0.03%
+5,154
249
$265K 0.03%
4,756
+201
250
$265K 0.03%
118,107
+3,115
8 9
10
11 12