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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$356K 0.02%
6,972
-740
252
$352K 0.02%
4,802
+1,535
253
$351K 0.02%
8,908
-297
254
$348K 0.02%
9,317
-1,199
255
$343K 0.02%
+12,901
256
$341K 0.02%
17,130
-3,536
257
$336K 0.02%
4,090
+390
258
$335K 0.02%
780
-6
259
$333K 0.02%
3,908
-28
260
$326K 0.02%
2,830
-878
261
$323K 0.02%
10,759
+1,291
262
$320K 0.02%
+3,148
263
$318K 0.02%
1,944
-443
264
$317K 0.02%
6,906
-62
265
$316K 0.02%
15,727
-1,081
266
$316K 0.02%
1,842
267
$309K 0.02%
+10,369
268
$307K 0.02%
5,529
-716
269
$306K 0.02%
3,587
-2,321
270
$303K 0.02%
10,010
-797
271
$302K 0.02%
+4,467
272
$298K 0.02%
3,858
+473
273
$297K 0.02%
3,184
+452
274
$296K 0.02%
+7,380
275
$296K 0.02%
6,761
+823
9 10
11
12 13