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
151
$1.33M 0.07%
28,820
+6,426
152
$1.33M 0.07%
42,417
+121
153
$1.32M 0.07%
6,988
-90
154
$1.31M 0.07%
12,392
+2,035
155
$1.29M 0.06%
6,041
-204
156
$1.28M 0.06%
5,002
+74
157
$1.27M 0.06%
53,969
+1,877
158
$1.27M 0.06%
25,475
+2,550
159
$1.26M 0.06%
16,145
+232
160
$1.25M 0.06%
5,322
-198
161
$1.19M 0.06%
4,376
+3,011
162
$1.18M 0.06%
3,996
+638
163
$1.18M 0.06%
6,491
+1,199
164
$1.14M 0.06%
5,768
-130
165
$1.13M 0.06%
5,887
+175
166
$1.12M 0.06%
10,124
-390
167
$1.11M 0.06%
9,252
+153
168
$1.11M 0.06%
28,699
+227
169
$1.09M 0.05%
7,888
-155
170
$1.08M 0.05%
18,869
+1,315
171
$1.06M 0.05%
9,914
+6,041
172
$1.06M 0.05%
19,962
+13
173
$1.05M 0.05%
22,921
-27
174
$1.02M 0.05%
9,106
+193
175
$1.02M 0.05%
6,370
5 6
7
8 9