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
$1.43B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$717K
3
+$693K
4
DD icon
DuPont de Nemours
DD
+$678K
5
UPS icon
United Parcel Service
UPS
+$553K

Top Sells

1
+$2.76M
2
+$2.13M
3
+$1.37M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$915K
5
MO icon
Altria Group
MO
+$915K

Sector Composition

1 Financials 6%
2 Technology 5.79%
3 Healthcare 4.2%
4 Consumer Staples 3.31%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$169K 0.01%
24,041
+13,789
302
$154K 0.01%
12,560
-4,775
303
$129K 0.01%
+11,770
304
$97K 0.01%
22,600
305
$96K 0.01%
20,838
-53
306
$92K 0.01%
+10,292
307
$80K 0.01%
26,295
+16,039
308
$38K ﹤0.01%
+61
309
– –
-23,753
310
– –
-1,478
311
– –
-7,935
312
– –
-4,578
313
– –
-12,282
314
– –
-3,026
315
– –
-841
316
– –
-21,757
317
– –
-7,749
318
– –
-5,206
319
– –
-16,715
320
– –
-18,793
321
– –
-49,865
322
– –
-9,107
323
– –
-6,637
324
– –
-1,462
325
– –
-4,728
10 11 12
13
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