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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$321K 0.02%
5,362
+661
277
$321K 0.02%
1,250
278
$318K 0.02%
6,084
+49
279
$318K 0.02%
+11,696
280
$317K 0.02%
8,452
+50
281
$316K 0.02%
+512
282
$310K 0.02%
5,784
+606
283
$308K 0.02%
1,259
+130
284
$308K 0.02%
8,680
-285
285
$305K 0.02%
+5,636
286
$304K 0.02%
1,227
+12
287
$303K 0.02%
757
+80
288
$303K 0.02%
2,403
-523
289
$302K 0.02%
2,229
+164
290
$300K 0.02%
9,323
+600
291
$299K 0.02%
5,088
-2,220
292
$299K 0.02%
2,605
-392
293
$299K 0.02%
1,746
-168
294
$298K 0.02%
22,522
-2,798
295
$297K 0.02%
1,626
+38
296
$296K 0.01%
2,651
+56
297
$294K 0.01%
853
+38
298
$293K 0.01%
514
+66
299
$293K 0.01%
2,655
+128
300
$293K 0.01%
3,047
-442
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