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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.05M 0.05%
8,592
+90
177
$1.05M 0.05%
6,370
178
$1.05M 0.05%
5,292
+167
179
$1.03M 0.05%
10,351
-3,715
180
$1.03M 0.05%
1,826
+44
181
$1.02M 0.05%
3,358
+134
182
$1.02M 0.05%
2,494
183
$1.01M 0.05%
9,125
+1
184
$1.01M 0.05%
8,638
-70
185
$996K 0.05%
+10,125
186
$983K 0.05%
13,112
187
$978K 0.05%
23,693
188
$970K 0.05%
2,188
189
$967K 0.05%
3,594
+2,907
190
$964K 0.05%
4,970
+520
191
$962K 0.05%
8,822
-11,542
192
$952K 0.05%
4,946
+281
193
$943K 0.05%
8,625
-11,828
194
$938K 0.05%
21,968
-1,314
195
$937K 0.05%
8,838
196
$927K 0.05%
15,507
-296
197
$922K 0.05%
14,129
+24
198
$902K 0.04%
26,459
-465
199
$882K 0.04%
7,744
+53
200
$870K 0.04%
6,571
+1,017
6 7
8
9 10