FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.3M
5
M icon
Macy's
M
+$1.24M

Top Sells

1
+$2.43M
2
+$1.67M
3
+$1.31M
4
FAST icon
Fastenal
FAST
+$1.1M
5
KO icon
Coca-Cola
KO
+$1.06M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-4,523
302
– –
-11,188
303
– –
-5,026
304
– –
-2,999
305
– –
-7,825
306
– –
-1,873
307
– –
-3,889
308
– –
-23,537
309
– –
-5,830
310
– –
-11,123
311
– –
-4,008
312
– –
-7,749
313
– –
-4,392
314
– –
-268
315
– –
-5,605
316
– –
-2,752
317
– –
-17,058
318
– –
-18,470
319
– –
-15,636
320
– –
-10,056
321
– –
-1,523
322
– –
-4,393
323
– –
-14,812
324
– –
-1,846
325
– –
-19,364
10 11 12
13
14