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
376
$275K 0.01%
1,078
-41
377
$273K 0.01%
834
+7
378
$273K 0.01%
3,658
+432
379
$272K 0.01%
2,225
380
$271K 0.01%
1,357
-230
381
$271K 0.01%
392
-36
382
$270K 0.01%
+3,109
383
$270K 0.01%
4,916
-266
384
$270K 0.01%
1,229
+245
385
$270K 0.01%
2,169
-151
386
$268K 0.01%
1,013
+148
387
$267K 0.01%
2,161
+434
388
$266K 0.01%
8,104
-2,043
389
$266K 0.01%
2,125
+173
390
$265K 0.01%
539
+16
391
$264K 0.01%
4,233
+68
392
$263K 0.01%
+1,874
393
$263K 0.01%
2,806
+268
394
$262K 0.01%
+3,847
395
$261K 0.01%
2,169
+63
396
$259K 0.01%
3,980
-260
397
$256K 0.01%
+1,782
398
$256K 0.01%
+3,186
399
$254K 0.01%
+13,065
400
$254K 0.01%
18,420
+1,074
14 15
16
17 18