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
$1.26B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.7M
3
+$2.47M
4
CI icon
Cigna
CI
+$1.15M
5
ABBV icon
AbbVie
ABBV
+$1.12M

Top Sells

1
+$2.35M
2
+$1.91M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$945K

Sector Composition

1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$229K 0.02%
9,102
+78
277
$228K 0.02%
5,502
-1,736
278
$225K 0.02%
4,948
+56
279
$225K 0.02%
1,888
-20
280
$224K 0.02%
1,598
+139
281
$223K 0.02%
4,202
-250
282
$220K 0.02%
3,148
-2,022
283
$219K 0.02%
3,645
-459
284
$217K 0.02%
997
+13
285
$217K 0.02%
5,677
-3,549
286
$216K 0.02%
551
+36
287
$216K 0.02%
+10,303
288
$210K 0.02%
1,407
-39
289
$210K 0.02%
15,650
-7,990
290
$209K 0.02%
1,462
-63
291
$207K 0.02%
2,711
+34
292
$206K 0.02%
3,340
+274
293
$203K 0.02%
1,548
+3
294
$199K 0.02%
17,335
-3,146
295
$167K 0.01%
21,757
+3,500
296
$127K 0.01%
49,865
+416
297
$101K 0.01%
20,891
+204
298
$92K 0.01%
22,600
299
$67K 0.01%
+10,252
300
$32K ﹤0.01%
+10,256
10 11
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