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
351
$314K 0.02%
1,629
+264
352
$313K 0.02%
1,425
+190
353
$310K 0.02%
10,092
+399
354
$308K 0.02%
4,081
+250
355
$305K 0.02%
7,295
+1,308
356
$303K 0.01%
7,011
-1,170
357
$301K 0.01%
4,210
+1,156
358
$296K 0.01%
10,147
-10,903
359
$295K 0.01%
8,055
-416
360
$294K 0.01%
5,182
-1,581
361
$292K 0.01%
2,834
+352
362
$292K 0.01%
5,546
-525
363
$290K 0.01%
2,027
-120
364
$290K 0.01%
1,300
+6
365
$290K 0.01%
8,172
+474
366
$287K 0.01%
+4,167
367
$286K 0.01%
4,362
+9
368
$285K 0.01%
+865
369
$284K 0.01%
1,369
-112
370
$283K 0.01%
991
-17
371
$278K 0.01%
+2,922
372
$276K 0.01%
1,896
+90
373
$276K 0.01%
2,320
-154
374
$276K 0.01%
6,773
-3,815
375
$273K 0.01%
1,587
+192
13 14
15
16 17