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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
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
26
$6.06M 0.34%
68,264
+2,011
27
$5.93M 0.33%
33,030
-5,787
28
$5.67M 0.32%
200,356
+2,843
29
$5.56M 0.31%
84,770
+25,670
30
$5.55M 0.31%
117,516
+2,412
31
$5.05M 0.28%
58,787
-598
32
$4.85M 0.27%
41,063
-1,271
33
$4.83M 0.27%
34,279
+1,961
34
$4.69M 0.26%
50,302
+3,466
35
$4.52M 0.25%
52,043
-3,199
36
$4.51M 0.25%
43,773
+3,995
37
$4.49M 0.25%
44,343
-677
38
$4.38M 0.25%
29,373
+1,707
39
$4.37M 0.25%
43,199
+2,323
40
$4.3M 0.24%
38,944
+345
41
$4.28M 0.24%
7,766
+391
42
$4.22M 0.24%
159,812
+23,929
43
$4.22M 0.24%
127,517
+11,540
44
$4.16M 0.23%
35,532
-728
45
$4.15M 0.23%
52,191
-1,009
46
$4.1M 0.23%
11,203
-141
47
$4.08M 0.23%
26,908
-38
48
$3.98M 0.22%
28,784
+674
49
$3.89M 0.22%
10,949
+3,670
50
$3.85M 0.22%
103,047
+3,871
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