FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.08%
22,288
-411
127
$1.69M 0.08%
14,609
+1,761
128
$1.69M 0.08%
37,143
-2,646
129
$1.68M 0.08%
16,974
-423
130
$1.68M 0.08%
24,221
+896
131
$1.65M 0.08%
1,256
+39
132
$1.65M 0.08%
8,910
+302
133
$1.63M 0.08%
8,452
+134
134
$1.63M 0.08%
5,273
+503
135
$1.61M 0.08%
595
-42
136
$1.6M 0.08%
+19,713
137
$1.59M 0.08%
53,920
+864
138
$1.59M 0.08%
7,034
+46
139
$1.58M 0.08%
34,680
+816
140
$1.57M 0.08%
9,041
-20
141
$1.5M 0.07%
45,442
-699
142
$1.47M 0.07%
+17,768
143
$1.44M 0.07%
4,099
-631
144
$1.43M 0.07%
21,254
+5,250
145
$1.41M 0.07%
7,078
146
$1.4M 0.07%
42,296
-45,946
147
$1.4M 0.07%
18,211
-10,710
148
$1.4M 0.07%
3,699
+21
149
$1.39M 0.07%
25,720
-4,339
150
$1.39M 0.07%
30,635
-55
4 5
6
7 8