FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2M
3
+$1.82M
4
WBA
Walgreens Boots Alliance
WBA
+$1.33M
5
TTE icon
TotalEnergies
TTE
+$1.29M

Top Sells

1
+$2.36M
2
+$2.05M
3
+$1.82M
4
CVX icon
Chevron
CVX
+$1.54M
5
UNH icon
UnitedHealth
UNH
+$1.54M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-2,568
427
– –
-434
428
– –
-9,078
429
– –
-2,596
430
– –
-4,333
431
– –
-2,805
432
– –
-732
433
– –
-13,340
434
– –
-8,545
435
– –
-1,646
436
– –
-15,717
437
– –
-2,405
438
– –
-2,374
439
– –
-2,236
440
– –
-2,284
441
– –
-2,278
442
– –
-5,930
443
– –
-39,363
444
– –
-1,233
445
– –
-1,285
446
– –
-2,274
447
– –
-1,440
448
– –
-8,516
449
– –
-6,177
450
– –
-1,105
14 15 16 17
18