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Fulton Bank Portfolio holdings

AUM $2.84B
1-Year Est. Return 12.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.3M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.22M

Top Sells

1
+$2.37M
2
+$2.2M
3
+$1.93M
4
VTR icon
Ventas
VTR
+$1.48M
5
AGN
Allergan plc
AGN
+$1.26M

Sector Composition

1 Technology 6.9%
2 Financials 5.6%
3 Healthcare 5.16%
4 Communication Services 3.69%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-6,948
327
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-2,617
328
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-3,136
329
– –
-2,532
330
– –
-4,274
331
– –
-2,668
332
– –
-4,399
333
– –
-8,723
334
– –
-41,074
335
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-10,029
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