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
476
$190K 0.01%
20,350
+5,035
477
$177K 0.01%
10,952
478
$162K 0.01%
11,429
-305
479
$155K 0.01%
+28,604
480
$136K 0.01%
48,998
+10,450
481
$132K 0.01%
10,216
-3,372
482
$131K 0.01%
+10,508
483
$85.3K ﹤0.01%
13,503
+246
484
$41.2K ﹤0.01%
+23,085
485
– –
-14,607
486
– –
-5,429
487
– –
-7,683
488
– –
-8,104
489
– –
-6,929
490
– –
-79,869
491
– –
-17,935
492
– –
-4,040
493
– –
-2,368
494
– –
-4,595
495
– –
-6,286
496
– –
-1,729
497
– –
-5,821
16 17 18 19
20