FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$584K 0.03%
8,905
+5,607
252
$578K 0.03%
4,056
+54
253
$575K 0.03%
9,180
-170
254
$575K 0.03%
8,932
+3,419
255
$571K 0.03%
2,915
+333
256
$567K 0.03%
6,544
+2,362
257
$560K 0.03%
2,762
+114
258
$558K 0.03%
3,983
+1,043
259
$554K 0.03%
10,404
+446
260
$552K 0.03%
1,268
+19
261
$548K 0.03%
2,770
+95
262
$545K 0.03%
5,821
-8,793
263
$544K 0.03%
2,612
-90
264
$540K 0.03%
3,872
+461
265
$540K 0.03%
10,190
+2,011
266
$525K 0.03%
2,933
+113
267
$519K 0.03%
3,156
-1,814
268
$508K 0.03%
12,363
-828
269
$494K 0.02%
15,266
+32
270
$492K 0.02%
9,206
+170
271
$491K 0.02%
3,465
-115
272
$487K 0.02%
1,976
-287
273
$486K 0.02%
4,448
+355
274
$482K 0.02%
3,813
-150
275
$480K 0.02%
17,742
-603
9 10
11
12 13