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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.12%
22,142
-400
102
$1.1M 0.11%
9,168
-622
103
$1.1M 0.11%
35,941
+7,364
104
$1.08M 0.11%
7,456
+2,262
105
$1.07M 0.11%
36,103
-9,829
106
$1.06M 0.11%
18,131
-312
107
$1.02M 0.11%
14,898
+1,864
108
$1.02M 0.11%
28,955
+3,075
109
$1M 0.1%
16,968
-1,801
110
$980K 0.1%
15,784
-546
111
$973K 0.1%
27,809
+54
112
$922K 0.1%
24,217
-1,426
113
$881K 0.09%
12,664
+896
114
$854K 0.09%
11,240
-471
115
$839K 0.09%
19,930
-352
116
$837K 0.09%
16,514
-2,409
117
$836K 0.09%
24,740
-980
118
$821K 0.09%
11,961
+1,694
119
$807K 0.08%
18,905
+27
120
$805K 0.08%
16,259
-889
121
$796K 0.08%
18,658
-1,054
122
$795K 0.08%
4,282
-175
123
$794K 0.08%
77,856
-9,504
124
$788K 0.08%
9,318
-100
125
$769K 0.08%
4,264
-145
3 4
5
6 7