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
401
$254K 0.01%
6,473
-300
402
$253K 0.01%
4,327
-980
403
$250K 0.01%
8,220
+1,115
404
$250K 0.01%
+4,327
405
$249K 0.01%
5,264
+509
406
$249K 0.01%
1,682
+62
407
$245K 0.01%
+4,070
408
$245K 0.01%
2,311
-674
409
$244K 0.01%
6,466
+1,988
410
$243K 0.01%
+4,595
411
$243K 0.01%
6,815
+5
412
$242K 0.01%
4,334
+167
413
$242K 0.01%
1,930
-97
414
$240K 0.01%
2,926
415
$240K 0.01%
6,338
-2,515
416
$239K 0.01%
+2,926
417
$236K 0.01%
3,709
+125
418
$235K 0.01%
53,625
419
$234K 0.01%
+1,925
420
$234K 0.01%
+4,114
421
$233K 0.01%
1,690
422
$233K 0.01%
+6,929
423
$232K 0.01%
1,545
-351
424
$230K 0.01%
2,649
+220
425
$226K 0.01%
+4,094
15 16
17
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