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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$263K 0.03%
359
-37
252
$262K 0.03%
1,234
253
$262K 0.03%
3,884
-144
254
$261K 0.03%
+4,657
255
$260K 0.03%
8,880
+341
256
$259K 0.03%
3,246
-25
257
$256K 0.03%
3,000
258
$251K 0.03%
5,831
+50
259
$251K 0.03%
1,039
+6
260
$250K 0.03%
1,803
-68
261
$250K 0.03%
16,795
-10
262
$249K 0.03%
6,083
+153
263
$246K 0.03%
37,312
+799
264
$246K 0.03%
1,058
+26
265
$245K 0.03%
4,741
+348
266
$244K 0.03%
16,274
-200
267
$244K 0.03%
17,167
+129
268
$242K 0.03%
710
+20
269
$241K 0.03%
18,307
+956
270
$240K 0.02%
1,868
+40
271
$237K 0.02%
2,100
272
$234K 0.02%
14,929
273
$230K 0.02%
16,907
-1,094
274
$228K 0.02%
6,628
+277
275
$226K 0.02%
8,173
9 10
11
12 13