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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.09%
11,857
-734
127
$1.54M 0.09%
9,337
+58
128
$1.53M 0.09%
52,280
-2,012
129
$1.5M 0.08%
14,932
-487
130
$1.46M 0.08%
144,515
-11,385
131
$1.44M 0.08%
31,087
-1,168
132
$1.41M 0.08%
30,870
-2,742
133
$1.4M 0.08%
4,086
-136
134
$1.4M 0.08%
11,464
+460
135
$1.37M 0.08%
34,353
+7,560
136
$1.36M 0.08%
23,697
-182
137
$1.35M 0.08%
9,060
+99
138
$1.35M 0.08%
9,170
-78
139
$1.35M 0.08%
77,408
+3,669
140
$1.35M 0.08%
12,261
+925
141
$1.34M 0.08%
4,626
-3
142
$1.33M 0.08%
13,046
+2,195
143
$1.31M 0.07%
4,929
+129
144
$1.3M 0.07%
3,044
+517
145
$1.29M 0.07%
22,995
-960
146
$1.29M 0.07%
33,407
-1,957
147
$1.29M 0.07%
54,330
-38
148
$1.27M 0.07%
15,179
-241
149
$1.24M 0.07%
6,767
+180
150
$1.24M 0.07%
14,922
+9,688
4 5
6
7 8