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
$2.44B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$3.09M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.15M

Top Sells

1
+$1.75M
2
+$1.22M
3
+$1.14M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.1M
5
AMGN icon
Amgen
AMGN
+$870K

Sector Composition

1 Technology 10.24%
2 Financials 5.87%
3 Healthcare 4.49%
4 Consumer Discretionary 4.11%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.44M 0.18%
7,635
-61
52
$4.39M 0.18%
145,111
+10,787
53
$4.37M 0.18%
45,218
-133
54
$4.29M 0.18%
46,773
+433
55
$4.28M 0.18%
15,739
+514
56
$4.2M 0.17%
17,070
+627
57
$4.16M 0.17%
18,483
-272
58
$4.15M 0.17%
24,828
+687
59
$4.13M 0.17%
15,908
-24
60
$4.13M 0.17%
7,684
-75
61
$4.07M 0.17%
25,187
-570
62
$4.06M 0.17%
9,252
-246
63
$4.01M 0.16%
25,095
-835
64
$3.95M 0.16%
22,980
+224
65
$3.78M 0.15%
182,652
-2,361
66
$3.77M 0.15%
22,931
-1,134
67
$3.76M 0.15%
16,327
+249
68
$3.75M 0.15%
47,059
-1,569
69
$3.72M 0.15%
3,864
+111
70
$3.71M 0.15%
21,118
-927
71
$3.61M 0.15%
66,639
+20,846
72
$3.58M 0.15%
67,028
+5,368
73
$3.57M 0.15%
31,263
-448
74
$3.55M 0.15%
9,931
+11
75
$3.55M 0.15%
27,409
-378
1 2
3
4 5