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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$396K 0.02%
7,825
+770
277
$387K 0.02%
10,423
-624
278
$382K 0.02%
4,084
+1,143
279
$379K 0.02%
19,562
+3,411
280
$372K 0.02%
5,232
-1,751
281
$369K 0.02%
3,530
+713
282
$369K 0.02%
10,565
-772
283
$368K 0.02%
+7,409
284
$365K 0.02%
2,733
+867
285
$360K 0.02%
3,747
-428
286
$357K 0.02%
+2,121
287
$356K 0.02%
+9,130
288
$355K 0.02%
+2,237
289
$354K 0.02%
5,166
+664
290
$351K 0.02%
6,159
-3,680
291
$350K 0.02%
3,851
+1,101
292
$349K 0.02%
11,616
+574
293
$349K 0.02%
6,990
+783
294
$348K 0.02%
7,115
-631
295
$344K 0.02%
9,045
+2,181
296
$342K 0.02%
4,368
-1,158
297
$341K 0.02%
1,575
-10
298
$341K 0.02%
8,569
-1,102
299
$341K 0.02%
5,020
-1,859
300
$339K 0.02%
7,168
+98
10 11
12
13 14