FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 0.3%
12,874
+577
27
$6.19M 0.3%
166,338
+1,875
28
$6.17M 0.3%
168,248
+7,182
29
$6.02M 0.29%
186,393
-9,881
30
$5.86M 0.29%
37,256
+2,606
31
$5.71M 0.28%
42,350
-1,216
32
$5.66M 0.28%
169,232
+4,706
33
$5.32M 0.26%
61,310
+1,460
34
$5.27M 0.26%
11,832
+937
35
$5.18M 0.25%
98,952
-32,016
36
$5.15M 0.25%
10,990
-432
37
$5.02M 0.25%
19,193
+472
38
$4.74M 0.23%
35,427
-184
39
$4.6M 0.23%
76,461
+167
40
$4.42M 0.22%
49,507
-1,830
41
$4.36M 0.21%
26,109
-1,389
42
$4.33M 0.21%
44,381
+178
43
$4.31M 0.21%
28,398
+404
44
$4.22M 0.21%
137,532
-6,044
45
$4.2M 0.21%
49,487
-1,179
46
$4.18M 0.2%
18,505
-430
47
$4.13M 0.2%
16,788
+2,471
48
$4.1M 0.2%
39,527
+296
49
$4.07M 0.2%
32,256
-10,401
50
$4.04M 0.2%
44,972
+1,271
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