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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.03%
4,663
-300
227
$283K 0.03%
5,013
-472
228
$279K 0.03%
3,423
+37
229
$279K 0.03%
14,929
230
$279K 0.03%
8,060
-103
231
$273K 0.03%
3,533
232
$271K 0.03%
10,481
-159
233
$271K 0.03%
125,328
+651
234
$270K 0.03%
1,889
+20
235
$269K 0.03%
25,170
+6,056
236
$267K 0.03%
13,052
-320
237
$265K 0.03%
5,782
-1,030
238
$263K 0.03%
5,650
-70
239
$262K 0.03%
6,604
+10
240
$260K 0.03%
5,506
+92
241
$260K 0.03%
2,117
+19
242
$260K 0.03%
1,933
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243
$258K 0.03%
762
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244
$257K 0.03%
3,000
245
$255K 0.03%
33,575
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246
$252K 0.03%
11,920
+40
247
$250K 0.03%
+5,220
248
$246K 0.03%
+7,228
249
$246K 0.03%
18,455
+216
250
$240K 0.02%
2,100
8 9
10
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