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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$239K 0.02%
1,649
-67
252
$238K 0.02%
1,080
+14
253
$238K 0.02%
8,439
+43
254
$237K 0.02%
2,312
-6
255
$235K 0.02%
16,725
-740
256
$233K 0.02%
+3,425
257
$231K 0.02%
1,234
258
$230K 0.02%
763
-35
259
$229K 0.02%
16,274
260
$228K 0.02%
40,188
+394
261
$224K 0.02%
+13,750
262
$224K 0.02%
7,674
-2,622
263
$222K 0.02%
5,120
264
$216K 0.02%
+7,400
265
$216K 0.02%
6,535
+59
266
$215K 0.02%
+3,884
267
$213K 0.02%
14,209
-1,664
268
$213K 0.02%
+7,230
269
$207K 0.02%
1,007
-51
270
$206K 0.02%
+1,626
271
$204K 0.02%
+4,126
272
$202K 0.02%
+4,051
273
$164K 0.02%
6,918
274
$150K 0.02%
22,600
275
– –
-7,920
8 9 10
11
12