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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.4M 0.11%
9,102
-177
102
$2.38M 0.11%
6,786
+1,304
103
$2.36M 0.11%
67,879
-626
104
$2.36M 0.11%
28,002
-1,300
105
$2.35M 0.11%
45,793
-3,031
106
$2.32M 0.1%
2,860
+82
107
$2.31M 0.1%
181,241
+10,107
108
$2.19M 0.1%
40,807
-4,174
109
$2.16M 0.1%
23,191
+2,103
110
$2.16M 0.1%
54,783
-509
111
$2.15M 0.1%
128,416
-3,317
112
$2.11M 0.1%
48,779
-520
113
$2.09M 0.09%
16,042
-178
114
$2.08M 0.09%
4,599
-27
115
$2.07M 0.09%
13,310
-875
116
$2.05M 0.09%
10,951
+595
117
$2.04M 0.09%
575
-18
118
$2.02M 0.09%
7,320
+307
119
$2M 0.09%
32,767
-3,801
120
$2M 0.09%
9,852
+536
121
$1.98M 0.09%
24,356
+88
122
$1.97M 0.09%
36,615
-32
123
$1.95M 0.09%
7,497
+1,610
124
$1.92M 0.09%
3,764
+10
125
$1.92M 0.09%
38,602
-1,888
3 4
5
6 7