FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$358K 0.02%
8,834
+2,745
327
$358K 0.02%
2,962
+411
328
$357K 0.02%
11,827
-1,642
329
$356K 0.02%
1,563
+138
330
$354K 0.02%
2,793
-115
331
$354K 0.02%
+10,806
332
$350K 0.02%
5,152
+126
333
$349K 0.02%
3,536
-84
334
$348K 0.02%
3,820
+506
335
$348K 0.02%
4,060
336
$347K 0.02%
1,322
+125
337
$345K 0.02%
5,419
+83
338
$344K 0.02%
5,204
-508
339
$341K 0.02%
3,748
-1,282
340
$339K 0.02%
1,995
+695
341
$338K 0.02%
16,042
+2,835
342
$338K 0.02%
8,503
+164
343
$335K 0.02%
+4,162
344
$335K 0.02%
9,801
+169
345
$334K 0.02%
8,239
-3,463
346
$333K 0.02%
2,516
-333
347
$331K 0.02%
5,922
+114
348
$330K 0.02%
2,271
-111
349
$328K 0.02%
2,111
350
$328K 0.02%
10,162
+602
12 13
14
15 16