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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.07%
5,718
+991
152
$1.22M 0.07%
14,595
+3,295
153
$1.21M 0.07%
21,118
-1,752
154
$1.21M 0.07%
600
+110
155
$1.2M 0.07%
3,880
-18
156
$1.2M 0.07%
3,734
+33
157
$1.2M 0.07%
8,422
-48
158
$1.19M 0.07%
5,645
159
$1.18M 0.07%
26,333
160
$1.16M 0.07%
4,899
+317
161
$1.15M 0.06%
22,602
-1,698
162
$1.14M 0.06%
6,822
-330
163
$1.13M 0.06%
5,915
-725
164
$1.12M 0.06%
94,182
-509
165
$1.11M 0.06%
13,021
+459
166
$1.1M 0.06%
7,009
-887
167
$1.06M 0.06%
3,202
-15
168
$1.06M 0.06%
3,090
-97
169
$1.05M 0.06%
26,111
-221
170
$1.05M 0.06%
1,478
+41
171
$1.02M 0.06%
8,768
-246
172
$1.02M 0.06%
16,046
-1,046
173
$1.02M 0.06%
4,275
-21
174
$993K 0.06%
4,689
-1,092
175
$976K 0.05%
32,064
+2,696
5 6
7
8 9