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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$225K 0.02%
+4,518
277
$224K 0.02%
9,502
-3,117
278
$223K 0.02%
1,239
+25
279
$222K 0.02%
5,120
+44
280
$222K 0.02%
+3,422
281
$220K 0.02%
6,592
282
$219K 0.02%
2,715
-59
283
$216K 0.02%
20,167
-2,007
284
$212K 0.02%
13,822
-4,373
285
$211K 0.02%
+7,620
286
$210K 0.02%
3,758
-1,942
287
$209K 0.02%
+4,565
288
$203K 0.02%
798
-86
289
$187K 0.02%
+10,299
290
$185K 0.02%
6,918
291
$174K 0.02%
22,600
292
$148K 0.02%
14,252
+1,304
293
– –
-14,295
294
– –
-11,043
295
– –
-3,956
296
– –
-1,986
297
– –
-11,244
298
– –
-44,563
299
– –
-10,828
300
– –
-5,537
9 10 11
12
13