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
26
$6.64M 0.33%
13,174
+300
27
$6.37M 0.32%
42,736
+386
28
$6.33M 0.32%
11,794
+804
29
$6.13M 0.31%
172,434
+3,202
30
$6.07M 0.3%
38,430
-600
31
$5.89M 0.29%
181,661
+15,323
32
$5.85M 0.29%
176,239
+7,991
33
$5.73M 0.29%
22,904
+3,711
34
$5.16M 0.26%
62,140
+830
35
$5.09M 0.25%
11,460
-372
36
$5.08M 0.25%
36,242
+815
37
$4.82M 0.24%
90,384
-8,568
38
$4.56M 0.23%
51,287
+1,800
39
$4.55M 0.23%
16,942
+105
40
$4.54M 0.23%
55,954
+6,447
41
$4.5M 0.22%
30,845
+2,447
42
$4.46M 0.22%
37,906
+2,876
43
$4.34M 0.22%
36,233
-3,294
44
$4.31M 0.21%
76,991
+530
45
$4.27M 0.21%
7,559
+502
46
$4.23M 0.21%
45,744
+1,363
47
$4.05M 0.2%
45,934
+962
48
$4M 0.2%
19,255
+750
49
$3.85M 0.19%
15,299
-1,489
50
$3.84M 0.19%
140,218
+4,403
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