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
351
$324K 0.02%
4,738
352
$322K 0.02%
9,718
-374
353
$321K 0.02%
1,813
+184
354
$317K 0.02%
4,563
-682
355
$316K 0.02%
1,929
+195
356
$315K 0.02%
1,059
-41
357
$307K 0.02%
7,778
+483
358
$305K 0.02%
+813
359
$305K 0.02%
3,052
+392
360
$298K 0.01%
+2,314
361
$297K 0.01%
6,933
+754
362
$297K 0.01%
8,594
+539
363
$296K 0.01%
4,825
+885
364
$296K 0.01%
17,935
-45
365
$295K 0.01%
5,969
+423
366
$292K 0.01%
3,173
+164
367
$291K 0.01%
1,756
+259
368
$290K 0.01%
1,587
369
$287K 0.01%
2,829
+387
370
$286K 0.01%
7,731
-1,122
371
$286K 0.01%
5,429
-744
372
$284K 0.01%
3,541
-324
373
$283K 0.01%
1,410
+41
374
$281K 0.01%
3,774
+852
375
$280K 0.01%
6,252
+1,075
13 14
15
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