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
101
$2.28M 0.11%
40,266
+8,087
102
$2.21M 0.11%
67,804
-6,687
103
$2.2M 0.11%
40,780
-4,280
104
$2.14M 0.1%
11,435
-78
105
$2.12M 0.1%
18,608
-1,439
106
$2.12M 0.1%
41,535
+6,677
107
$2.06M 0.1%
4,475
+64
108
$2.02M 0.1%
39,083
+3,554
109
$2.02M 0.1%
17,254
+347
110
$1.99M 0.1%
15,047
-76
111
$1.98M 0.1%
23,565
+1,677
112
$1.98M 0.1%
9,371
-1,882
113
$1.95M 0.1%
37,361
+3,126
114
$1.93M 0.09%
63,714
-3,108
115
$1.86M 0.09%
2,696
+1,183
116
$1.85M 0.09%
16,796
+419
117
$1.84M 0.09%
170,874
-949
118
$1.83M 0.09%
45,283
+3,412
119
$1.83M 0.09%
7,369
+2,280
120
$1.82M 0.09%
28,545
+5,460
121
$1.72M 0.08%
8,776
+111
122
$1.72M 0.08%
43,525
-1,133
123
$1.72M 0.08%
4,237
+1,184
124
$1.71M 0.08%
31,659
+6,368
125
$1.69M 0.08%
9,405
+264
3 4
5
6 7