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
376
$273K 0.01%
3,226
-12
377
$271K 0.01%
+13,207
378
$271K 0.01%
1,734
-9
379
$268K 0.01%
4,165
-850
380
$266K 0.01%
3,009
+279
381
$262K 0.01%
1,620
-35
382
$262K 0.01%
9,166
+1,233
383
$261K 0.01%
2,225
384
$260K 0.01%
2,538
+339
385
$260K 0.01%
4,432
-20
386
$258K 0.01%
5,345
-1,666
387
$255K 0.01%
+32,792
388
$255K 0.01%
4,442
+945
389
$254K 0.01%
+1,463
390
$250K 0.01%
+6,089
391
$250K 0.01%
2,660
+1
392
$249K 0.01%
827
+41
393
$248K 0.01%
3,708
-278
394
$245K 0.01%
+5,696
395
$245K 0.01%
+2,429
396
$242K 0.01%
1,727
397
$240K 0.01%
1,690
398
$240K 0.01%
3,955
-55
399
$236K 0.01%
1,211
+144
400
$236K 0.01%
5,017
-2,071
14 15
16
17 18