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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$797K 0.06%
16,088
-147
152
$780K 0.05%
15,603
+2,401
153
$777K 0.05%
11,670
+1,198
154
$775K 0.05%
2,668
+351
155
$757K 0.05%
10,943
+374
156
$751K 0.05%
3,626
+152
157
$750K 0.05%
6,128
+589
158
$749K 0.05%
8,324
+210
159
$743K 0.05%
11,316
160
$732K 0.05%
2,681
-1,917
161
$725K 0.05%
10,294
+291
162
$716K 0.05%
13,726
-611
163
$710K 0.05%
5,359
-553
164
$694K 0.05%
6,346
+59
165
$685K 0.05%
13,304
-243
166
$671K 0.05%
1,960
-52
167
$666K 0.05%
11,100
+1,302
168
$665K 0.05%
8,132
+76
169
$663K 0.05%
10,161
+1,370
170
$661K 0.05%
12,210
-829
171
$661K 0.05%
30,007
+1,111
172
$658K 0.05%
8,156
-1,263
173
$645K 0.04%
2,761
174
$637K 0.04%
18,007
+946
175
$632K 0.04%
2,289
+222
5 6
7
8 9