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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$555K 0.03%
1,249
-113
252
$553K 0.03%
6,613
+41
253
$549K 0.03%
18,011
-1,437
254
$543K 0.03%
2,582
+127
255
$536K 0.03%
+7,931
256
$536K 0.03%
3,580
-1,114
257
$533K 0.03%
5,419
+440
258
$518K 0.03%
9,036
-387
259
$507K 0.02%
2,985
-401
260
$506K 0.02%
2,648
-180
261
$504K 0.02%
3,411
-253
262
$499K 0.02%
2,675
+160
263
$496K 0.02%
+4,315
264
$495K 0.02%
4,354
-106
265
$492K 0.02%
8,829
-767
266
$491K 0.02%
6,368
+670
267
$490K 0.02%
3,963
-14
268
$489K 0.02%
4,257
269
$489K 0.02%
4,182
+190
270
$486K 0.02%
1,183
+86
271
$484K 0.02%
5,159
+328
272
$477K 0.02%
2,849
-257
273
$468K 0.02%
13,260
+344
274
$467K 0.02%
2,820
-56
275
$462K 0.02%
14,760
-2,173
9 10
11
12 13