FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.77M 0.09%
11,715
+3,077
127
$1.72M 0.09%
21,088
+6,312
128
$1.71M 0.09%
28,185
-360
129
$1.68M 0.08%
18,294
-314
130
$1.68M 0.08%
5,482
+209
131
$1.66M 0.08%
36,647
-496
132
$1.65M 0.08%
43,518
-7
133
$1.64M 0.08%
21,546
-742
134
$1.63M 0.08%
49,299
+3,857
135
$1.62M 0.08%
38,587
+7,952
136
$1.6M 0.08%
16,112
-684
137
$1.59M 0.08%
17,368
+394
138
$1.56M 0.08%
9,832
+427
139
$1.55M 0.08%
56,734
+2,814
140
$1.55M 0.08%
10,356
+1,315
141
$1.54M 0.08%
44,835
-448
142
$1.52M 0.08%
35,316
+636
143
$1.51M 0.08%
7,013
-21
144
$1.45M 0.07%
37,036
+1,500
145
$1.45M 0.07%
3,754
+55
146
$1.43M 0.07%
1,289
+33
147
$1.42M 0.07%
18,889
+678
148
$1.41M 0.07%
4,049
-50
149
$1.37M 0.07%
21,327
+73
150
$1.34M 0.07%
25,411
-309
4 5
6
7 8