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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$968K 0.05%
19,980
+1,389
177
$951K 0.05%
23,043
+1,634
178
$915K 0.05%
9,637
-954
179
$914K 0.05%
8,106
-760
180
$896K 0.05%
5,173
+636
181
$896K 0.05%
13,112
182
$866K 0.05%
15,132
+310
183
$862K 0.05%
11,258
+968
184
$855K 0.05%
2,433
+1,116
185
$831K 0.05%
8,538
+564
186
$829K 0.05%
2,168
+73
187
$811K 0.05%
17,806
+432
188
$810K 0.05%
3,289
+25
189
$800K 0.05%
25,851
+165
190
$794K 0.04%
3,920
+327
191
$790K 0.04%
12,818
-369
192
$777K 0.04%
4,687
+196
193
$767K 0.04%
18,951
+7
194
$762K 0.04%
309
-41
195
$728K 0.04%
5,611
+1,373
196
$711K 0.04%
13,312
+1,341
197
$707K 0.04%
6,223
+184
198
$706K 0.04%
19,708
+4,701
199
$702K 0.04%
16,722
-4,767
200
$702K 0.04%
4,474
-50
6 7
8
9 10