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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$192K 0.01%
10,189
-103
327
$175K 0.01%
22,600
328
$165K 0.01%
49,601
-948
329
$137K 0.01%
20,891
-239
330
$124K 0.01%
+5,478
331
$24K ﹤0.01%
22,659
+6,624
332
– –
-4,957
333
– –
-3,435
334
– –
-13,298
335
– –
-1,048
336
– –
-16,964
337
– –
-1,665
338
– –
-1,366
339
– –
-2,400
340
– –
-11,167
341
– –
-5,727
342
– –
-4,420
343
– –
-3,017
344
– –
-667
345
– –
-7,945
346
– –
-2,165
347
– –
-1,479
348
– –
-2,397
349
– –
-10,140
350
– –
-47,790
11 12 13
14
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