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
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.93M 0.15%
7,465
+4,971
77
$2.86M 0.14%
44,254
+1,723
78
$2.85M 0.14%
10,438
-360
79
$2.83M 0.14%
48,824
+2,837
80
$2.81M 0.14%
15,231
-32
81
$2.78M 0.14%
29,400
-546
82
$2.77M 0.14%
16,957
-41
83
$2.66M 0.13%
22,092
+224
84
$2.62M 0.13%
11,911
-58
85
$2.62M 0.13%
12,327
+210
86
$2.54M 0.13%
11,119
-373
87
$2.49M 0.12%
39,515
-751
88
$2.47M 0.12%
14,222
-328
89
$2.47M 0.12%
22,944
+928
90
$2.43M 0.12%
9,226
+390
91
$2.43M 0.12%
30,952
+1,557
92
$2.41M 0.12%
22,369
-1,260
93
$2.39M 0.12%
22,483
-1,516
94
$2.37M 0.12%
106,548
-17,345
95
$2.36M 0.12%
5,909
+401
96
$2.31M 0.12%
69,683
+222
97
$2.31M 0.11%
68,505
+701
98
$2.3M 0.11%
16,220
-1,034
99
$2.27M 0.11%
44,981
+3,446
100
$2.17M 0.11%
40,490
-290
2 3
4
5 6