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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$422K 0.03%
7,035
+540
227
$419K 0.03%
9,009
+195
228
$419K 0.03%
3,541
229
$418K 0.03%
17,050
+1,142
230
$415K 0.03%
+4,974
231
$413K 0.03%
10,235
-1,488
232
$412K 0.03%
8,437
+44
233
$409K 0.03%
5,909
-443
234
$405K 0.03%
3,089
-9
235
$403K 0.03%
4,730
236
$397K 0.03%
5,374
+1,029
237
$396K 0.03%
2,048
+148
238
$384K 0.03%
+3,330
239
$382K 0.03%
10,057
-6,094
240
$382K 0.03%
2,245
-6
241
$381K 0.03%
6,670
-818
242
$381K 0.03%
+10,477
243
$375K 0.03%
2,289
+95
244
$373K 0.03%
+8,705
245
$372K 0.03%
+7,182
246
$369K 0.03%
2,389
-5
247
$366K 0.03%
56,549
+16,158
248
$365K 0.03%
6,180
249
$361K 0.03%
3,253
-468
250
$357K 0.02%
4,770
-50
8 9
10
11 12