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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$740K 0.08%
10,768
+2,113
127
$728K 0.08%
49,431
+4,137
128
$725K 0.08%
19,731
+4,949
129
$700K 0.07%
9,788
-1,418
130
$697K 0.07%
7,162
+40
131
$693K 0.07%
9,672
-416
132
$687K 0.07%
16,033
+6,115
133
$650K 0.07%
8,072
+682
134
$647K 0.07%
17,880
-3,363
135
$628K 0.07%
7,462
-49
136
$624K 0.06%
8,175
-509
137
$623K 0.06%
14,896
-784
138
$618K 0.06%
5,680
-4,057
139
$616K 0.06%
17,420
+5,059
140
$611K 0.06%
9,467
+155
141
$608K 0.06%
3,742
-388
142
$601K 0.06%
9,290
-350
143
$599K 0.06%
10,362
-50
144
$598K 0.06%
20,319
-4,739
145
$590K 0.06%
6,191
-4,700
146
$589K 0.06%
32,212
+157
147
$586K 0.06%
12,426
-1,001
148
$576K 0.06%
11,364
-500
149
$574K 0.06%
9,278
-1,094
150
$572K 0.06%
8,583
4 5
6
7 8