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
151
$569K 0.06%
13,654
+379
152
$551K 0.06%
52,317
+6,600
153
$548K 0.06%
10,575
154
$545K 0.06%
9,502
-361
155
$537K 0.06%
6,797
-5,960
156
$532K 0.06%
4,525
157
$530K 0.06%
7,956
-424
158
$529K 0.05%
29,539
+5
159
$517K 0.05%
5,326
-1,415
160
$511K 0.05%
15,495
+421
161
$509K 0.05%
11,029
-1,207
162
$505K 0.05%
4,417
-319
163
$501K 0.05%
11,630
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164
$500K 0.05%
18,586
+4,050
165
$489K 0.05%
10,771
-686
166
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4,188
167
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8,895
168
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6,424
169
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4,944
+40
170
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4,593
-1,575
171
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12,018
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172
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+5,495
173
$465K 0.05%
6,062
-296
174
$465K 0.05%
5,518
+1,016
175
$458K 0.05%
31,570
+970
5 6
7
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