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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$349K 0.02%
1,902
+42
327
$345K 0.02%
2,100
+230
328
$344K 0.02%
3,832
-150
329
$344K 0.02%
3,865
-58
330
$343K 0.02%
2,111
331
$343K 0.02%
1,655
-409
332
$343K 0.02%
1,159
-175
333
$341K 0.02%
5,336
-395
334
$338K 0.02%
428
-7
335
$334K 0.02%
4,738
336
$333K 0.02%
5,513
-36
337
$333K 0.02%
2,908
-458
338
$332K 0.02%
2,442
+123
339
$330K 0.02%
2,382
-120
340
$329K 0.02%
801
341
$327K 0.02%
5,808
+641
342
$325K 0.02%
1,197
+11
343
$325K 0.02%
1,587
-114
344
$324K 0.02%
17,980
-450
345
$322K 0.02%
1,119
-52
346
$322K 0.02%
4,240
-257
347
$322K 0.02%
11,936
+619
348
$322K 0.02%
53,625
349
$320K 0.02%
7,230
+820
350
$317K 0.02%
2,551
+263
12 13
14
15 16