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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$664K 0.03%
18,345
+2,681
227
$663K 0.03%
2,734
-327
228
$660K 0.03%
2,501
+231
229
$659K 0.03%
6,535
+424
230
$658K 0.03%
3,057
+54
231
$634K 0.03%
5,647
+615
232
$630K 0.03%
1,571
+125
233
$614K 0.03%
1,411
-55
234
$613K 0.03%
4,002
+276
235
$607K 0.03%
13,191
-351
236
$601K 0.03%
9,350
+760
237
$595K 0.03%
2,702
+10
238
$590K 0.03%
1,287
+254
239
$582K 0.03%
23,019
-1,390
240
$582K 0.03%
6,597
+55
241
$581K 0.03%
2,361
-449
242
$577K 0.03%
4,590
-1,003
243
$574K 0.03%
1,555
244
$572K 0.03%
13,763
+816
245
$567K 0.03%
23,577
+2,911
246
$566K 0.03%
2,263
+144
247
$566K 0.03%
11,933
248
$565K 0.03%
+20,794
249
$557K 0.03%
5,666
+62
250
$557K 0.03%
2,534
+344
8 9
10
11 12