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
451
$143K 0.01%
11,734
+245
452
$135K 0.01%
10,952
453
$115K 0.01%
15,315
+2,396
454
$110K 0.01%
14,607
-18,185
455
$93.3K ﹤0.01%
38,548
+3,220
456
$64.7K ﹤0.01%
13,655
-1,388
457
$12.4K ﹤0.01%
2,368
-613
458
– –
-7,776
459
– –
-11,958
460
– –
-2,771
461
– –
-305
462
– –
-8,606
463
– –
-559
464
– –
-5,696
465
– –
-4,442
466
– –
-5,345
467
– –
-3,013
468
– –
-2,294
469
– –
-1,773
470
– –
-21,468
471
– –
-2,983
472
– –
-10,150
473
– –
-1,990
474
– –
-1,258
475
– –
-5,017
16 17 18
19
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