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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$703K 0.04%
17,194
-4,305
177
$659K 0.04%
16,601
+5,009
178
$656K 0.04%
11,323
+1,147
179
$654K 0.04%
6,480
+957
180
$635K 0.04%
24,156
+4,240
181
$633K 0.04%
4,355
-124
182
$628K 0.04%
10,422
+1,705
183
$627K 0.04%
5,460
+374
184
$624K 0.04%
3,253
+741
185
$619K 0.04%
2,552
-1,229
186
$601K 0.04%
2,855
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187
$565K 0.03%
4,527
-260
188
$565K 0.03%
13,054
-2,412
189
$561K 0.03%
1,735
+256
190
$556K 0.03%
12,010
+1,698
191
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192
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15,115
193
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-190
194
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2,480
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195
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5,527
-381
196
$533K 0.03%
6,669
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197
$533K 0.03%
2,238
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198
$529K 0.03%
449
-42
199
$522K 0.03%
4,726
-192
200
$519K 0.03%
+8,605
6 7
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