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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$573K 0.03%
2,462
-150
277
$560K 0.03%
1,980
+4
278
$560K 0.03%
8,102
-280
279
$556K 0.03%
8,088
+3,172
280
$554K 0.03%
6,493
+210
281
$546K 0.02%
8,875
+288
282
$542K 0.02%
1,149
-119
283
$541K 0.02%
18,740
+998
284
$541K 0.02%
1,356
+13
285
$527K 0.02%
3,340
-125
286
$518K 0.02%
3,393
-96
287
$513K 0.02%
4,746
-210
288
$501K 0.02%
4,237
+479
289
$498K 0.02%
2,854
+464
290
$498K 0.02%
1,028
291
$494K 0.02%
1,107
+182
292
$491K 0.02%
4,744
+996
293
$487K 0.02%
5,208
+872
294
$485K 0.02%
3,538
-275
295
$482K 0.02%
1,180
-28
296
$482K 0.02%
5,186
+323
297
$482K 0.02%
6,320
+156
298
$479K 0.02%
2,188
+259
299
$475K 0.02%
1,015
+20
300
$474K 0.02%
4,369
+549
10 11
12
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