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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$1.98M
3 +$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1 +$1.35M
2 +$1.04M
3 +$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$289K 0.02%
8,849
+914
327
$288K 0.02%
+18,905
328
$287K 0.02%
11,278
+412
329
$286K 0.02%
1,184
+2
330
$286K 0.02%
7,815
+487
331
$284K 0.02%
4,267
-606
332
$282K 0.02%
+4,444
333
$281K 0.02%
+6,690
334
$279K 0.02%
5,039
-890
335
$279K 0.02%
4,565
-408
336
$278K 0.02%
500
-53
337
$277K 0.02%
4,738
338
$276K 0.02%
834
-36
339
$275K 0.02%
2,637
+9
340
$269K 0.02%
+2,575
341
$266K 0.02%
9,522
-2,186
342
$266K 0.02%
1,163
+19
343
$263K 0.01%
4,829
+153
344
$263K 0.01%
+4,181
345
$263K 0.01%
2,194
-101
346
$263K 0.01%
4,470
+214
347
$263K 0.01%
1,025
-81
348
$263K 0.01%
1,431
-25
349
$263K 0.01%
16,903
+4,648
350
$262K 0.01%
1,450
+33