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
101
$2.15M 0.12%
8,659
+592
102
$2.14M 0.12%
4,406
+193
103
$2.13M 0.12%
34,739
-4,777
104
$2.13M 0.12%
+15,070
105
$2.11M 0.12%
8,008
-21
106
$2.06M 0.12%
18,204
-252
107
$2.04M 0.11%
11,688
+302
108
$2.02M 0.11%
15,960
+1,218
109
$2.01M 0.11%
8,154
-92
110
$1.99M 0.11%
31,946
+5,337
111
$1.96M 0.11%
21,035
+2,579
112
$1.91M 0.11%
19,120
+1,987
113
$1.9M 0.11%
32,957
-2,550
114
$1.88M 0.11%
43,193
+6,781
115
$1.85M 0.1%
15,389
-865
116
$1.85M 0.1%
8,366
-496
117
$1.82M 0.1%
4,219
+323
118
$1.81M 0.1%
21,288
-3,022
119
$1.8M 0.1%
15,319
+2,392
120
$1.77M 0.1%
1,227
+8
121
$1.76M 0.1%
34,970
-1,430
122
$1.75M 0.1%
17,610
+258
123
$1.66M 0.09%
43,738
-1,987
124
$1.61M 0.09%
11,471
-31
125
$1.6M 0.09%
41,419
-90
3 4
5
6 7