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
101
$2.16M 0.11%
31,384
-275
102
$2.16M 0.11%
22,322
+873
103
$2.11M 0.11%
55,292
+979
104
$2.11M 0.11%
29,302
+3,703
105
$2.09M 0.1%
11,811
+376
106
$2.08M 0.1%
36,568
-1,460
107
$2.04M 0.1%
35,660
-313
108
$1.98M 0.1%
131,733
-53,545
109
$1.97M 0.1%
23,001
-1,220
110
$1.97M 0.1%
68,775
+5,061
111
$1.96M 0.1%
43,392
+3,966
112
$1.94M 0.1%
7,319
-50
113
$1.91M 0.09%
9,316
+406
114
$1.89M 0.09%
4,626
+151
115
$1.88M 0.09%
9,279
-92
116
$1.85M 0.09%
33,260
+50
117
$1.84M 0.09%
16,916
+1,869
118
$1.83M 0.09%
593
-2
119
$1.83M 0.09%
24,268
+703
120
$1.81M 0.09%
8,683
+231
121
$1.81M 0.09%
4,785
+548
122
$1.81M 0.09%
40,413
+1,330
123
$1.8M 0.09%
2,778
+82
124
$1.78M 0.09%
14,185
-424
125
$1.78M 0.09%
171,134
+260
3 4
5
6 7