FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$400K 0.02%
3,758
-74
302
$400K 0.02%
2,390
+290
303
$397K 0.02%
1,729
+74
304
$397K 0.02%
4,863
+501
305
$396K 0.02%
+4,413
306
$396K 0.02%
804
+65
307
$395K 0.02%
8,587
+1,576
308
$394K 0.02%
1,681
+66
309
$389K 0.02%
5,477
-891
310
$388K 0.02%
9,204
+1,032
311
$386K 0.02%
10,339
+365
312
$381K 0.02%
5,694
+571
313
$378K 0.02%
4,449
-145
314
$378K 0.02%
925
+124
315
$377K 0.02%
5,474
-1,006
316
$374K 0.02%
1,464
+28
317
$372K 0.02%
6,506
+3,045
318
$370K 0.02%
+18,811
319
$368K 0.02%
4,988
-151
320
$365K 0.02%
9,095
+528
321
$364K 0.02%
5,335
+176
322
$362K 0.02%
7,823
-168
323
$360K 0.02%
4,336
+476
324
$359K 0.02%
3,577
-65
325
$359K 0.02%
4,249
+465
11 12
13
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