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
401
$235K 0.01%
3,940
-265
402
$234K 0.01%
3,584
+95
403
$233K 0.01%
2,645
-155
404
$233K 0.01%
7,105
+55
405
$232K 0.01%
1,646
-40
406
$231K 0.01%
953
-12
407
$229K 0.01%
2,983
408
$228K 0.01%
1,773
-109
409
$228K 0.01%
1,497
+65
410
$227K 0.01%
6,179
-13
411
$227K 0.01%
7,776
-3,573
412
$226K 0.01%
1,952
-136
413
$225K 0.01%
5,177
-11
414
$225K 0.01%
3,765
+74
415
$222K 0.01%
1,941
-54
416
$222K 0.01%
+534
417
$222K 0.01%
6,173
-273
418
$221K 0.01%
+984
419
$221K 0.01%
305
-3
420
$220K 0.01%
8,606
+76
421
$218K 0.01%
17,346
-728
422
$217K 0.01%
+2,494
423
$215K 0.01%
3,461
-206
424
$215K 0.01%
+3,298
425
$212K 0.01%
2,209
+101
15 16
17
18 19