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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$830K 0.09%
8,574
+411
127
$830K 0.09%
24,913
+343
128
$830K 0.09%
9,498
+100
129
$809K 0.08%
18,655
+100
130
$801K 0.08%
7,697
+539
131
$800K 0.08%
4,485
-25
132
$799K 0.08%
31,520
-449
133
$797K 0.08%
12,913
-246
134
$796K 0.08%
33,564
+1,926
135
$791K 0.08%
14,739
+413
136
$781K 0.08%
10,563
+59
137
$771K 0.08%
6,454
138
$768K 0.08%
19,404
+2,302
139
$761K 0.08%
10,267
-13
140
$752K 0.08%
13,544
141
$746K 0.08%
9,561
142
$732K 0.08%
2,114
-50
143
$725K 0.08%
7,384
+80
144
$706K 0.07%
13,134
-52
145
$686K 0.07%
11,606
+96
146
$675K 0.07%
6,485
-556
147
$664K 0.07%
7,103
+95
148
$659K 0.07%
12,728
-79
149
$658K 0.07%
44,891
+11,777
150
$658K 0.07%
8,917
4 5
6
7 8