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
$1.26B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.7M
3
+$2.47M
4
CI icon
Cigna
CI
+$1.15M
5
ABBV icon
AbbVie
ABBV
+$1.12M

Top Sells

1
+$2.35M
2
+$1.91M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$945K

Sector Composition

1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.02%
5,205
-791
227
$309K 0.02%
4,587
+362
228
$308K 0.02%
49,794
-3,470
229
$306K 0.02%
1
230
$301K 0.02%
4,165
-581
231
$301K 0.02%
+1,206
232
$300K 0.02%
14,575
233
$299K 0.02%
1,889
+161
234
$299K 0.02%
10,657
-30,490
235
$296K 0.02%
841
+23
236
$292K 0.02%
+8,215
237
$288K 0.02%
4,196
+46
238
$288K 0.02%
8,950
-2,343
239
$288K 0.02%
13,351
-2,289
240
$286K 0.02%
6,502
-688
241
$283K 0.02%
1,251
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242
$283K 0.02%
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243
$282K 0.02%
4,728
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244
$281K 0.02%
9,835
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245
$281K 0.02%
7,376
+1,860
246
$275K 0.02%
486
+1
247
$273K 0.02%
3,026
+409
248
$272K 0.02%
9,107
+7
249
$272K 0.02%
6,637
+262
250
$272K 0.02%
3,336
-40
8 9
10
11 12