FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.67M
3
+$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1
+$1.5M
2
+$1.08M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$566K 0.04%
22,269
-3,827
177
$562K 0.04%
4,122
+279
178
$562K 0.04%
7,253
-2,559
179
$554K 0.04%
5,003
180
$552K 0.04%
5,511
-564
181
$522K 0.04%
10,368
182
$506K 0.03%
1,391
-90
183
$497K 0.03%
6,937
-120
184
$493K 0.03%
8,736
+1,162
185
$493K 0.03%
22,213
+5,118
186
$485K 0.03%
9,854
+509
187
$484K 0.03%
10,407
+1
188
$482K 0.03%
2,398
+32
189
$470K 0.03%
8,285
-4,614
190
$467K 0.03%
14,634
-22,534
191
$456K 0.03%
+28,924
192
$451K 0.03%
3,972
-96
193
$444K 0.03%
5,421
194
$443K 0.03%
2,166
-34
195
$438K 0.03%
4,736
-1,157
196
$438K 0.03%
19,947
197
$436K 0.03%
2,828
-32
198
$429K 0.03%
+4,216
199
$423K 0.03%
12,935
+630
200
$423K 0.03%
2,577
+22
6 7
8
9 10