FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.67M
3
+$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1
+$1.5M
2
+$1.08M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$203K 0.01%
5,854
+95
302
$203K 0.01%
2,677
-35
303
$203K 0.01%
3,474
-1,517
304
$202K 0.01%
5,164
-87
305
$201K 0.01%
+328
306
$179K 0.01%
10,380
-2,490
307
$120K 0.01%
13,445
+3,153
308
$116K 0.01%
40,207
+13,912
309
$91K 0.01%
22,600
310
$86K 0.01%
20,221
-617
311
– –
-5,537
312
– –
-15,090
313
– –
-1,335
314
– –
-4,092
315
– –
-11,192
316
– –
-5,965
317
– –
-7,676
318
– –
-11,770
319
– –
-7,358
320
– –
-3,215
321
– –
-2,165
322
– –
-3,929
323
– –
-1,223
324
– –
-37,387
325
– –
-61
10 11 12
13
14