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
$2.44B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$3.09M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.15M

Top Sells

1
+$1.75M
2
+$1.22M
3
+$1.14M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.1M
5
AMGN icon
Amgen
AMGN
+$870K

Sector Composition

1 Technology 10.24%
2 Financials 5.87%
3 Healthcare 4.49%
4 Consumer Discretionary 4.11%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$740K 0.03%
1,294
-92
252
$737K 0.03%
3,852
-78
253
$731K 0.03%
5,466
+57
254
$722K 0.03%
5,509
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255
$702K 0.03%
4,302
+134
256
$689K 0.03%
3,423
+569
257
$685K 0.03%
7,086
-1,269
258
$680K 0.03%
5,539
-29
259
$674K 0.03%
24,173
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260
$671K 0.03%
5,918
-22
261
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4,631
-515
262
$664K 0.03%
7,485
-1,282
263
$661K 0.03%
2,441
264
$655K 0.03%
10,035
-212
265
$653K 0.03%
1,945
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266
$648K 0.03%
3,165
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267
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8,598
-1,759
268
$648K 0.03%
7,513
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269
$648K 0.03%
3,823
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270
$646K 0.03%
8,933
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271
$628K 0.03%
1,804
+439
272
$619K 0.03%
3,133
+11
273
$616K 0.03%
1,526
+170
274
$612K 0.03%
3,454
-292
275
$610K 0.03%
2,442
-20
9 10
11
12 13