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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$290K 0.02%
14,575
277
$287K 0.02%
+5,678
278
$286K 0.02%
1,531
-43
279
$282K 0.02%
1
280
$278K 0.02%
481
-16
281
$278K 0.02%
4,158
-178
282
$276K 0.02%
1,311
-10
283
$273K 0.02%
3,859
-44
284
$272K 0.02%
3,495
-220
285
$266K 0.02%
9,764
-5,511
286
$263K 0.02%
8,566
-86
287
$261K 0.02%
1,813
-15
288
$260K 0.02%
4,203
+81
289
$259K 0.02%
+2,513
290
$257K 0.02%
1,620
-187
291
$255K 0.02%
3,050
-585
292
$255K 0.02%
+12,219
293
$254K 0.02%
4,017
+636
294
$252K 0.02%
8,298
295
$251K 0.02%
1,471
-103
296
$249K 0.02%
5,960
-152
297
$249K 0.02%
1,284
-12
298
$248K 0.02%
5,697
+18
299
$243K 0.02%
2,157
-20
300
$242K 0.02%
5,400
10 11
12
13 14