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
351
$261K 0.01%
+4,553
352
$261K 0.01%
7,835
-1,854
353
$259K 0.01%
3,088
-40
354
$257K 0.01%
+7,564
355
$255K 0.01%
2,609
-239
356
$255K 0.01%
912
-28
357
$252K 0.01%
+8,691
358
$252K 0.01%
1,690
+16
359
$252K 0.01%
+6,505
360
$251K 0.01%
6,364
-1,045
361
$250K 0.01%
935
-254
362
$250K 0.01%
+1,000
363
$250K 0.01%
5,550
-1,310
364
$246K 0.01%
+4,720
365
$243K 0.01%
3,461
-1,553
366
$241K 0.01%
6,856
-5,773
367
$241K 0.01%
2,662
+63
368
$241K 0.01%
2,493
-2
369
$240K 0.01%
+3,810
370
$239K 0.01%
+5,637
371
$239K 0.01%
+613
372
$239K 0.01%
4,084
-11
373
$238K 0.01%
+5,913
374
$237K 0.01%
+2,504
375
$237K 0.01%
1,690
13 14
15
16 17