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
451
$222K 0.01%
5,742
-724
452
$221K 0.01%
1,113
-98
453
$221K 0.01%
+1,733
454
$220K 0.01%
+291
455
$219K 0.01%
19,281
+2,831
456
$219K 0.01%
+1,258
457
$218K 0.01%
4,854
-87
458
$217K 0.01%
6,052
-286
459
$217K 0.01%
10,750
+683
460
$215K 0.01%
3,678
-150
461
$215K 0.01%
2,553
462
$213K 0.01%
+9,506
463
$213K 0.01%
560
+21
464
$213K 0.01%
+9,984
465
$212K 0.01%
+5,750
466
$209K 0.01%
+1,612
467
$209K 0.01%
+2,293
468
$207K 0.01%
+4,903
469
$207K 0.01%
+1,723
470
$207K 0.01%
+2,829
471
$204K 0.01%
+1,949
472
$204K 0.01%
+7,141
473
$204K 0.01%
+1,983
474
$203K 0.01%
10,173
-8,638
475
$200K 0.01%
+2,852
16 17 18
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