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
51
$3.84M 0.22%
19,284
-984
52
$3.84M 0.22%
24,298
-233
53
$3.83M 0.22%
60,143
-612
54
$3.82M 0.22%
142,154
+16,975
55
$3.75M 0.21%
10,008
-103
56
$3.68M 0.21%
15,883
+1,497
57
$3.6M 0.2%
67,468
+4,453
58
$3.56M 0.2%
88,917
-108
59
$3.51M 0.2%
16,940
+858
60
$3.48M 0.2%
48,755
+459
61
$3.47M 0.2%
29,892
-93
62
$3.47M 0.2%
55,864
-68
63
$3.4M 0.19%
60,810
-4,330
64
$3.27M 0.18%
86,002
+1,112
65
$3.27M 0.18%
11,075
-593
66
$3.25M 0.18%
15,159
-214
67
$3.21M 0.18%
10,319
-487
68
$3.19M 0.18%
198,622
+13,033
69
$3.1M 0.17%
43,087
-6,019
70
$3.01M 0.17%
16,681
-430
71
$2.94M 0.17%
159,881
-9,480
72
$2.92M 0.16%
11,925
+337
73
$2.91M 0.16%
31,230
+4,904
74
$2.9M 0.16%
74,082
-976
75
$2.89M 0.16%
4,003
+318
1 2
3
4 5