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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$463K 0.03%
6,640
+260
252
$461K 0.03%
15,115
253
$460K 0.03%
2,496
+363
254
$451K 0.03%
16,232
+806
255
$450K 0.03%
2,068
-470
256
$444K 0.03%
6,859
+2,887
257
$436K 0.02%
5,642
-598
258
$436K 0.02%
1,908
-328
259
$434K 0.02%
3,364
-135
260
$430K 0.02%
4,817
-152
261
$427K 0.02%
9,878
+294
262
$427K 0.02%
5,502
-370
263
$427K 0.02%
1,857
+104
264
$419K 0.02%
1,251
+70
265
$414K 0.02%
9,875
+1,701
266
$412K 0.02%
5,343
+636
267
$408K 0.02%
3,042
+543
268
$408K 0.02%
10,342
+435
269
$406K 0.02%
4,060
270
$403K 0.02%
5,112
-495
271
$402K 0.02%
2,065
+91
272
$400K 0.02%
2,813
-17
273
$398K 0.02%
4,569
+623
274
$397K 0.02%
6,050
+658
275
$397K 0.02%
5,577
+1,115
9 10
11
12 13