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
401
$204K 0.01%
+6,884
402
$202K 0.01%
+370
403
$202K 0.01%
+4,076
404
$202K 0.01%
+2,044
405
$202K 0.01%
+53,625
406
$201K 0.01%
+531
407
$201K 0.01%
+5,961
408
$201K 0.01%
+6,920
409
$200K 0.01%
9,502
-2,127
410
$200K 0.01%
+5,202
411
$169K 0.01%
+15,885
412
$144K 0.01%
+11,749
413
$138K 0.01%
11,860
-852
414
$110K 0.01%
21,498
+8,884
415
$100K 0.01%
10,779
-154
416
$61K ﹤0.01%
14,156
-3,668
417
$60K ﹤0.01%
+13,655
418
$20K ﹤0.01%
2,981
419
– –
-804
420
– –
-357
421
– –
-7,040
422
– –
-10,765
423
– –
-2,154
424
– –
-11,536
425
– –
-2,952
14 15 16
17
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