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
426
$225K 0.01%
+4,941
427
$225K 0.01%
3,828
-253
428
$223K 0.01%
4,195
-237
429
$222K 0.01%
+5,252
430
$221K 0.01%
20,513
-52,559
431
$221K 0.01%
2,494
432
$221K 0.01%
10,422
+1,256
433
$218K 0.01%
1,111
+158
434
$218K 0.01%
12,376
+222
435
$216K 0.01%
+6,286
436
$212K 0.01%
4,040
+85
437
$212K 0.01%
1,211
438
$211K 0.01%
+13,588
439
$210K 0.01%
+7,683
440
$210K 0.01%
1,546
-100
441
$209K 0.01%
542
+8
442
$208K 0.01%
5,120
-2,110
443
$207K 0.01%
+1,019
444
$207K 0.01%
1,952
+11
445
$206K 0.01%
2,553
-92
446
$205K 0.01%
+10,067
447
$204K 0.01%
+1,956
448
$203K 0.01%
+1,795
449
$203K 0.01%
+6,609
450
$179K 0.01%
16,450
+3,927
16 17
18
19 20