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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$284K 0.01%
+760
402
$284K 0.01%
6,310
+1,046
403
$283K 0.01%
4,240
+7
404
$283K 0.01%
4,920
+826
405
$282K 0.01%
+1,827
406
$282K 0.01%
1,463
407
$279K 0.01%
2,684
+35
408
$276K 0.01%
+6,188
409
$276K 0.01%
2,230
+105
410
$276K 0.01%
2,025
-144
411
$274K 0.01%
3,062
-479
412
$273K 0.01%
1,705
-220
413
$270K 0.01%
2,160
-65
414
$268K 0.01%
4,619
+424
415
$268K 0.01%
1,938
+143
416
$268K 0.01%
3,173
+247
417
$267K 0.01%
6,351
+2,017
418
$267K 0.01%
9,722
-700
419
$263K 0.01%
4,070
420
$262K 0.01%
+1,031
421
$259K 0.01%
1,666
+120
422
$258K 0.01%
12,890
-175
423
$257K 0.01%
7,118
-1,121
424
$257K 0.01%
+1,779
425
$256K 0.01%
2,537
-572
15 16
17
18 19