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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$339K 0.02%
848
+195
302
$337K 0.02%
3,702
-117
303
$333K 0.02%
4,748
+491
304
$332K 0.02%
2,347
-60
305
$325K 0.02%
1,074
+15
306
$322K 0.02%
2,218
+22
307
$321K 0.02%
2,111
+387
308
$319K 0.02%
+6,595
309
$319K 0.02%
2,983
-338
310
$316K 0.02%
+5,098
311
$314K 0.02%
+2,353
312
$311K 0.02%
+8,184
313
$311K 0.02%
3,050
+31
314
$311K 0.02%
570
-8
315
$307K 0.02%
4,116
-479
316
$306K 0.02%
4,626
+700
317
$303K 0.02%
3,595
-164
318
$303K 0.02%
2,674
+95
319
$299K 0.02%
1,477
-11
320
$298K 0.02%
+581
321
$295K 0.02%
6,099
+43
322
$294K 0.02%
2,797
-38
323
$292K 0.02%
+4,611
324
$292K 0.02%
2,225
325
$291K 0.02%
1,365
11 12
13
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