FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$685K 0.03%
6,145
-2,677
227
$681K 0.03%
3,461
+100
228
$679K 0.03%
7,153
+556
229
$678K 0.03%
6,164
+144
230
$668K 0.03%
2,582
+81
231
$663K 0.03%
2,270
-23
232
$659K 0.03%
24,362
+1,343
233
$647K 0.03%
+5,609
234
$646K 0.03%
1,407
-4
235
$642K 0.03%
2,668
+134
236
$634K 0.03%
2,323
-38
237
$630K 0.03%
6,551
+904
238
$628K 0.03%
6,430
+226
239
$627K 0.03%
1,749
+194
240
$626K 0.03%
2,647
+1,488
241
$624K 0.03%
16,650
-7,043
242
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5,813
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243
$617K 0.03%
9,113
+4,903
244
$615K 0.03%
27,594
+4,017
245
$613K 0.03%
5,316
+821
246
$613K 0.03%
2,734
247
$600K 0.03%
21,147
+353
248
$592K 0.03%
1,620
+49
249
$590K 0.03%
6,111
+1,964
250
$587K 0.03%
6,049
-2,576
8 9
10
11 12