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
176
$617K 0.04%
8,961
+1,931
177
$615K 0.04%
18,412
+4,455
178
$612K 0.04%
4,614
+627
179
$603K 0.04%
3,526
-282
180
$593K 0.04%
3,444
+497
181
$586K 0.04%
13,484
+1,064
182
$586K 0.04%
+2,350
183
$585K 0.04%
4,355
-317
184
$583K 0.04%
+4,877
185
$578K 0.04%
6,549
+564
186
$570K 0.04%
7,956
+51
187
$569K 0.04%
5,178
-483
188
$568K 0.04%
9,399
+1,309
189
$552K 0.04%
7,027
-181
190
$550K 0.04%
14,866
+139
191
$533K 0.04%
4,879
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192
$530K 0.04%
11,593
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193
$528K 0.04%
9,900
194
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6,832
-42
195
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3,671
-273
196
$523K 0.04%
4,694
-139
197
$520K 0.04%
11,438
+1,287
198
$515K 0.04%
14,082
-880
199
$510K 0.04%
20,028
-2,823
200
$509K 0.04%
15,993
6 7
8
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