FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$478K 0.02%
1,343
+202
277
$472K 0.02%
14,951
+191
278
$470K 0.02%
22,576
+324
279
$467K 0.02%
4,257
280
$465K 0.02%
3,489
-1,101
281
$459K 0.02%
8,382
-447
282
$458K 0.02%
4,956
+641
283
$454K 0.02%
3,398
+979
284
$449K 0.02%
9,430
+905
285
$445K 0.02%
4,054
+325
286
$438K 0.02%
995
+47
287
$435K 0.02%
11,247
-2,013
288
$434K 0.02%
+26,417
289
$427K 0.02%
6,283
-494
290
$427K 0.02%
6,164
+1,389
291
$427K 0.02%
+1,028
292
$423K 0.02%
+1,494
293
$423K 0.02%
13,554
+1,107
294
$423K 0.02%
3,265
-329
295
$422K 0.02%
2,146
+244
296
$419K 0.02%
7,785
+435
297
$419K 0.02%
4,708
+354
298
$418K 0.02%
1,208
+25
299
$415K 0.02%
5,525
+274
300
$403K 0.02%
17,537
+5,601
10 11
12
13 14