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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$241K 0.02%
1,092
-3
302
$240K 0.02%
1,869
-30
303
$239K 0.02%
3,264
-385
304
$238K 0.02%
+6,933
305
$234K 0.02%
6,642
-66
306
$234K 0.02%
11,987
-107
307
$233K 0.02%
3,202
-27
308
$231K 0.02%
1,002
-7
309
$229K 0.02%
+4,358
310
$227K 0.02%
2,222
+24
311
$225K 0.02%
4,300
312
$224K 0.02%
+4,031
313
$222K 0.02%
4,022
-425
314
$221K 0.02%
+3,474
315
$216K 0.02%
1,600
316
$208K 0.01%
+1,792
317
$207K 0.01%
+851
318
$207K 0.01%
+4,468
319
$206K 0.01%
+1,518
320
$205K 0.01%
10,069
-3,456
321
$204K 0.01%
+2,101
322
$203K 0.01%
+1,411
323
$202K 0.01%
4,125
324
$202K 0.01%
1,446
-28
325
$196K 0.01%
17,757
11 12
13
14 15