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
151
$652K 0.07%
32,057
-4,390
152
$650K 0.07%
11,443
+187
153
$644K 0.07%
4,197
+60
154
$637K 0.07%
32,285
155
$628K 0.07%
28,920
-6,940
156
$612K 0.06%
12,220
+140
157
$611K 0.06%
15,835
-14
158
$609K 0.06%
4,114
-660
159
$602K 0.06%
8,082
-75
160
$602K 0.06%
11,706
161
$586K 0.06%
16,230
-15
162
$584K 0.06%
10,575
163
$581K 0.06%
14,653
+5,752
164
$577K 0.06%
4,851
+45
165
$567K 0.06%
9,335
+158
166
$564K 0.06%
4,625
+100
167
$546K 0.06%
6,676
168
$538K 0.06%
8,220
169
$522K 0.05%
9,841
+75
170
$518K 0.05%
10,370
+29
171
$518K 0.05%
9,198
+463
172
$499K 0.05%
7,100
173
$498K 0.05%
12,025
174
$498K 0.05%
14,849
+470
175
$494K 0.05%
6,284
+173
5 6
7
8 9