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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$379K 0.02%
1,615
+32
302
$378K 0.02%
3,642
+646
303
$378K 0.02%
22,252
+3,235
304
$378K 0.02%
8,853
305
$376K 0.02%
5,251
+197
306
$375K 0.02%
5,123
+343
307
$375K 0.02%
4,147
308
$374K 0.02%
9,632
+126
309
$374K 0.02%
8,567
+216
310
$374K 0.02%
3,784
-6
311
$372K 0.02%
5,208
-480
312
$370K 0.02%
5,712
+744
313
$367K 0.02%
8,339
-114
314
$366K 0.02%
5,026
-396
315
$363K 0.02%
1,100
-71
316
$362K 0.02%
10,150
+1,246
317
$361K 0.02%
8,853
-25
318
$361K 0.02%
1,436
+80
319
$360K 0.02%
3,873
-348
320
$360K 0.02%
2,419
+230
321
$359K 0.02%
9,560
-305
322
$357K 0.02%
4,060
323
$356K 0.02%
3,314
+309
324
$354K 0.02%
5,307
-785
325
$352K 0.02%
3,860
+808
11 12
13
14 15