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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$572K 0.03%
2,248
+21
227
$568K 0.03%
5,661
-2,100
228
$565K 0.03%
16,754
-292
229
$564K 0.03%
5,212
+2,880
230
$561K 0.03%
15,728
+850
231
$557K 0.03%
+11,933
232
$556K 0.03%
3,115
-193
233
$556K 0.03%
13,465
-1,555
234
$555K 0.03%
4,098
+3
235
$547K 0.03%
7,962
-294
236
$539K 0.03%
2,644
+180
237
$536K 0.03%
2,244
+131
238
$535K 0.03%
5,210
+114
239
$535K 0.03%
4,954
+697
240
$532K 0.03%
2,004
+1
241
$532K 0.03%
18,662
+2,106
242
$527K 0.03%
5,313
-2,047
243
$520K 0.03%
11,128
+2,165
244
$506K 0.03%
2,954
+333
245
$502K 0.03%
3,586
+252
246
$489K 0.03%
3,773
+621
247
$477K 0.03%
4,798
-397
248
$475K 0.03%
1,783
+208
249
$473K 0.03%
1,481
+376
250
$469K 0.03%
1
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