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
76
$2.85M 0.16%
23,639
+1,253
77
$2.85M 0.16%
12,101
+985
78
$2.79M 0.16%
14,867
+65
79
$2.74M 0.15%
20,186
+1,935
80
$2.73M 0.15%
10,386
-5,144
81
$2.73M 0.15%
15,683
-530
82
$2.71M 0.15%
19,947
+4,690
83
$2.68M 0.15%
19,757
+1,608
84
$2.63M 0.15%
26,004
+1,278
85
$2.61M 0.15%
5,717
+3
86
$2.48M 0.14%
75,267
-681
87
$2.44M 0.14%
173,367
-2,649
88
$2.43M 0.14%
56,500
-2,404
89
$2.4M 0.14%
12,559
+3,304
90
$2.37M 0.13%
21,611
+141
91
$2.37M 0.13%
16,613
+916
92
$2.32M 0.13%
6,892
-991
93
$2.32M 0.13%
37,842
+3,822
94
$2.3M 0.13%
9,508
+176
95
$2.29M 0.13%
52,060
+322
96
$2.28M 0.13%
29,382
+12,059
97
$2.25M 0.13%
31,030
+2,178
98
$2.25M 0.13%
18,225
+797
99
$2.2M 0.12%
4,684
+188
100
$2.18M 0.12%
14,858
-3,107
2 3
4
5 6