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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.11%
8,237
-1,785
102
$1.07M 0.11%
31,005
-9,120
103
$1.07M 0.11%
16,537
+34
104
$1.07M 0.11%
20,272
+580
105
$1.06M 0.11%
18,769
-211
106
$1.04M 0.11%
10,891
107
$1.02M 0.11%
13,909
-718
108
$1.01M 0.1%
11,202
+345
109
$1.01M 0.1%
5,445
-2,507
110
$1M 0.1%
17,029
111
$989K 0.1%
65,640
-1,005
112
$974K 0.1%
92,420
-224
113
$971K 0.1%
18,327
+388
114
$965K 0.1%
22,426
+499
115
$954K 0.1%
+27,798
116
$930K 0.1%
4,454
-56
117
$928K 0.1%
18,730
+1,056
118
$917K 0.1%
4,932
+111
119
$907K 0.09%
21,304
+668
120
$897K 0.09%
11,544
+62
121
$867K 0.09%
11,155
-234
122
$867K 0.09%
13,035
-15
123
$861K 0.09%
27,044
-245
124
$861K 0.09%
9,853
-28
125
$851K 0.09%
8,767
-174
3 4
5
6 7