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
376
$235K 0.01%
2,508
-207
377
$234K 0.01%
1,686
-800
378
$233K 0.01%
+2,165
379
$233K 0.01%
+1,149
380
$230K 0.01%
4,934
-4,829
381
$229K 0.01%
4,793
-1,339
382
$228K 0.01%
3,687
+72
383
$227K 0.01%
2,967
-281
384
$224K 0.01%
+9,428
385
$223K 0.01%
4,371
-308
386
$222K 0.01%
+3,032
387
$222K 0.01%
+4,463
388
$220K 0.01%
+6,918
389
$220K 0.01%
2,305
-360
390
$217K 0.01%
9,506
391
$216K 0.01%
+7,994
392
$215K 0.01%
+1,478
393
$213K 0.01%
+1,640
394
$213K 0.01%
+1,349
395
$211K 0.01%
2,232
-738
396
$209K 0.01%
1,020
+55
397
$208K 0.01%
495
+1
398
$207K 0.01%
+1,990
399
$206K 0.01%
+1,265
400
$205K 0.01%
+4,018