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
176
$487K 0.05%
11,864
177
$485K 0.05%
9,374
+406
178
$484K 0.05%
12,562
+650
179
$479K 0.05%
6,378
+101
180
$469K 0.05%
25,177
-183
181
$459K 0.05%
4,886
-35
182
$458K 0.05%
5,240
+937
183
$458K 0.05%
8,895
+100
184
$458K 0.05%
7,872
+316
185
$447K 0.05%
30,856
+680
186
$426K 0.04%
4,188
187
$425K 0.04%
10,332
+582
188
$424K 0.04%
4,888
+80
189
$424K 0.04%
9,193
+496
190
$420K 0.04%
37,155
191
$418K 0.04%
6,483
+798
192
$416K 0.04%
14,570
+3,657
193
$415K 0.04%
11,195
+472
194
$415K 0.04%
12,530
-227
195
$414K 0.04%
+6,221
196
$408K 0.04%
4,209
+241
197
$407K 0.04%
7,145
+306
198
$398K 0.04%
9,035
199
$395K 0.04%
29,730
+450
200
$381K 0.04%
5,665
+183
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8
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