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
$2.48B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.26M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$1.03M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$742K

Top Sells

1
+$2.06M
2
+$1.45M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
DE icon
Deere & Co
DE
+$1.07M

Sector Composition

1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$202K 0.01%
+5,793
502
$202K 0.01%
2,066
-40
503
$201K 0.01%
421
+1
504
$201K 0.01%
1,127
505
$193K 0.01%
+10,820
506
$191K 0.01%
15,987
-1,971
507
$117K ﹤0.01%
15,045
+2,388
508
$103K ﹤0.01%
10,901
-89
509
$84.2K ﹤0.01%
+18,586
510
$42K ﹤0.01%
1,735
-257
511
$38.2K ﹤0.01%
12,486
512
– –
-3,163
513
– –
-713
514
– –
-368
515
– –
-659
516
– –
-5,303
517
– –
-1,306
518
– –
-3,113
519
– –
-7,427
520
– –
-15,654
521
– –
-2,914
522
– –
-6,321
523
– –
-1,367
524
– –
-1,607
525
– –
-1,373
19 20
21
22 23