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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$658K 0.03%
26,690
-904
252
$653K 0.03%
9,753
+547
253
$652K 0.03%
4,659
-1,486
254
$651K 0.03%
8,616
-6,287
255
$649K 0.03%
3,154
+221
256
$648K 0.03%
2,193
-130
257
$648K 0.03%
14,783
-1,270
258
$648K 0.03%
3,930
-126
259
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9,744
+812
260
$632K 0.03%
2,591
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261
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11,848
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262
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2,441
-293
263
$616K 0.03%
2,978
-693
264
$612K 0.03%
15,850
-800
265
$612K 0.03%
9,088
-25
266
$612K 0.03%
10,357
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267
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4,623
-1,426
268
$606K 0.03%
2,600
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269
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23,259
-1,103
270
$592K 0.03%
4,104
+50
271
$592K 0.03%
5,146
+438
272
$591K 0.03%
10,247
-157
273
$578K 0.03%
5,940
-171
274
$577K 0.03%
4,336
+2,167
275
$576K 0.03%
3,746
-126
9 10
11
12 13