FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.67M
3
+$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1
+$1.5M
2
+$1.08M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$326K 0.02%
14,575
227
$319K 0.02%
5,777
-5,162
228
$318K 0.02%
1
229
$316K 0.02%
1,692
230
$314K 0.02%
+6,370
231
$311K 0.02%
2,631
232
$308K 0.02%
2,400
+173
233
$297K 0.02%
2,079
-55
234
$295K 0.02%
1,733
-392
235
$288K 0.02%
6,125
-150
236
$288K 0.02%
19,225
-540
237
$288K 0.02%
5,800
-89
238
$288K 0.02%
8,860
+6
239
$287K 0.02%
1,695
+329
240
$287K 0.02%
3,735
-91
241
$286K 0.02%
2,373
+48
242
$282K 0.02%
3,642
+578
243
$282K 0.02%
+1,838
244
$281K 0.02%
1,199
+47
245
$281K 0.02%
1,801
-92
246
$279K 0.02%
+2,435
247
$271K 0.02%
1,183
-29
248
$271K 0.02%
1,260
+10
249
$269K 0.02%
3,251
-1,369
250
$268K 0.02%
4,512
+28
8 9
10
11 12