FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.36%
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
+$2.11M
2
+$2.04M
3
+$1.63M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$1.38M
2
+$1.01M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$708K
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
426
– –
-2,154
427
– –
-11,536
428
– –
-2,952
429
– –
-25,120
430
– –
-20,547
431
– –
-11,396
432
– –
-1,120
433
– –
-1,925
434
– –
-7,662
435
– –
-4,595
436
– –
-9,588
437
– –
-3,054
14 15 16 17
18