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
176
$454K 0.05%
13,945
-2,301
177
$450K 0.05%
8,367
-1,997
178
$450K 0.05%
6,676
179
$447K 0.05%
8,982
+900
180
$439K 0.05%
+2,745
181
$437K 0.05%
4,955
+38
182
$428K 0.04%
2,852
-480
183
$422K 0.04%
32,386
+7,368
184
$420K 0.04%
32,140
+1,052
185
$417K 0.04%
14,540
-2,020
186
$417K 0.04%
9,183
-15
187
$408K 0.04%
3,781
+18
188
$406K 0.04%
15,460
+666
189
$404K 0.04%
11,677
+383
190
$398K 0.04%
7,109
+800
191
$397K 0.04%
7,100
192
$393K 0.04%
5,054
+71
193
$393K 0.04%
10,850
-50
194
$389K 0.04%
15,593
195
$388K 0.04%
4,347
+53
196
$377K 0.04%
4,359
+216
197
$377K 0.04%
3,999
-821
198
$374K 0.04%
55,283
+1,695
199
$370K 0.04%
7,740
+84
200
$362K 0.04%
6,442
-129
6 7
8
9 10