FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.01M 0.15%
29,508
+777
77
$2.99M 0.15%
42,531
-5,531
78
$2.99M 0.15%
51,817
-3,707
79
$2.96M 0.14%
185,278
+23,549
80
$2.95M 0.14%
16,998
+1,902
81
$2.94M 0.14%
45,987
+2,846
82
$2.82M 0.14%
11,492
+1,677
83
$2.78M 0.14%
3,863
-393
84
$2.75M 0.13%
29,946
+10,409
85
$2.72M 0.13%
21,868
+3,832
86
$2.68M 0.13%
22,016
+18,879
87
$2.68M 0.13%
23,629
-891
88
$2.67M 0.13%
12,117
-192
89
$2.64M 0.13%
8,836
+304
90
$2.63M 0.13%
23,999
+3,646
91
$2.59M 0.13%
5,508
+768
92
$2.59M 0.13%
29,395
-936
93
$2.58M 0.13%
69,461
-4,139
94
$2.55M 0.12%
11,969
-453
95
$2.51M 0.12%
25,599
-765
96
$2.51M 0.12%
14,550
+135
97
$2.48M 0.12%
54,313
+2,527
98
$2.38M 0.12%
38,028
-1,020
99
$2.34M 0.11%
21,449
+413
100
$2.28M 0.11%
35,464
+2,707
2 3
4
5 6