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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$474K 0.02%
5,089
+101
302
$467K 0.02%
6,291
+817
303
$451K 0.02%
10,606
+267
304
$447K 0.02%
18,171
+634
305
$446K 0.02%
13,620
-1,646
306
$440K 0.02%
5,683
-11
307
$439K 0.02%
756
-48
308
$434K 0.02%
13,077
+2,271
309
$431K 0.02%
8,515
-915
310
$429K 0.02%
3,527
+129
311
$427K 0.02%
5,363
-114
312
$427K 0.02%
4,583
+170
313
$425K 0.02%
4,356
-93
314
$425K 0.02%
3,171
+209
315
$424K 0.02%
5,731
+396
316
$423K 0.02%
1,553
-128
317
$420K 0.02%
5,444
+1,597
318
$420K 0.02%
1,486
+22
319
$420K 0.02%
+1,674
320
$418K 0.02%
7,729
-94
321
$417K 0.02%
11,101
+939
322
$417K 0.02%
3,738
+161
323
$411K 0.02%
13,176
+1,349
324
$410K 0.02%
1,467
+145
325
$408K 0.02%
4,645
+396
11 12
13
14 15