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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$253K 0.01%
3,747
-152
327
$251K 0.01%
6,987
-5,258
328
$250K 0.01%
1,665
+174
329
$249K 0.01%
+1,357
330
$247K 0.01%
2,936
-593
331
$244K 0.01%
1,670
+172
332
$243K 0.01%
8,398
+63
333
$243K 0.01%
2,739
+57
334
$242K 0.01%
2,638
-1,424
335
$242K 0.01%
+4,077
336
$241K 0.01%
6,257
+878
337
$240K 0.01%
+3,043
338
$239K 0.01%
5,959
-718
339
$239K 0.01%
+24,002
340
$238K 0.01%
674
-73
341
$236K 0.01%
2,516
+317
342
$235K 0.01%
+2,126
343
$235K 0.01%
5,747
-1,265
344
$233K 0.01%
3,144
+496
345
$228K 0.01%
+2,350
346
$228K 0.01%
3,446
-16
347
$226K 0.01%
+9,506
348
$224K 0.01%
+2,949
349
$222K 0.01%
1,690
350
$221K 0.01%
3,725
-771
12 13
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15 16