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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$301K 0.02%
+8,170
252
$300K 0.02%
+532
253
$299K 0.02%
+2,031
254
$297K 0.02%
7,369
255
$296K 0.02%
1,284
-65
256
$296K 0.02%
2,783
-695
257
$295K 0.02%
1,604
-117
258
$294K 0.02%
5,088
-720
259
$289K 0.02%
4,201
-343
260
$286K 0.02%
4,362
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261
$285K 0.02%
1,250
262
$283K 0.02%
2,900
+686
263
$280K 0.02%
9,132
+798
264
$278K 0.02%
2,981
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265
$273K 0.02%
2,874
-298
266
$273K 0.02%
13,042
+521
267
$272K 0.02%
3,440
-250
268
$272K 0.02%
1,757
269
$268K 0.02%
+3,040
270
$260K 0.02%
9,063
+2,216
271
$260K 0.02%
4,095
-402
272
$258K 0.02%
+4,037
273
$256K 0.02%
2,425
+347
274
$256K 0.02%
+1,077
275
$255K 0.02%
1,993
+317
9 10
11
12 13