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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$363K 0.02%
2,243
-28
352
$363K 0.02%
10,247
-1,000
353
$362K 0.02%
3,364
+312
354
$356K 0.02%
4,738
355
$354K 0.02%
9,770
+566
356
$351K 0.02%
25,437
-23,819
357
$348K 0.02%
4,155
+497
358
$347K 0.02%
7,221
+288
359
$339K 0.02%
4,686
+123
360
$339K 0.02%
6,775
+806
361
$335K 0.02%
7,281
+1,029
362
$333K 0.02%
7,947
+169
363
$333K 0.02%
4,809
-16
364
$332K 0.01%
6,497
+1,293
365
$332K 0.01%
2,439
+128
366
$329K 0.01%
3,038
-135
367
$326K 0.01%
1,911
+155
368
$326K 0.01%
4,429
-34
369
$323K 0.01%
2,670
-123
370
$322K 0.01%
1,593
+6
371
$319K 0.01%
1,837
+55
372
$316K 0.01%
+3,326
373
$316K 0.01%
2,314
374
$315K 0.01%
1,400
-163
375
$314K 0.01%
6,378
-2,717
13 14
15
16 17