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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$291K 0.01%
2,508
-208
302
$291K 0.01%
3,068
303
$291K 0.01%
+4,033
304
$290K 0.01%
+469
305
$290K 0.01%
3,839
+408
306
$290K 0.01%
+8,362
307
$289K 0.01%
9,271
+266
308
$288K 0.01%
1,569
309
$287K 0.01%
3,510
+316
310
$287K 0.01%
5,083
+235
311
$283K 0.01%
4,427
+100
312
$270K 0.01%
2,236
+133
313
$269K 0.01%
+4,208
314
$268K 0.01%
2,421
+12
315
$267K 0.01%
1,673
+14
316
$267K 0.01%
6,550
+679
317
$266K 0.01%
4,594
+425
318
$264K 0.01%
2,235
319
$259K 0.01%
+5,856
320
$259K 0.01%
+17,151
321
$259K 0.01%
3,571
-439
322
$257K 0.01%
+5,239
323
$257K 0.01%
3,929
+30
324
$255K 0.01%
374
+23
325
$254K 0.01%
3,827
+161
11 12
13
14 15