FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.01M 0.05%
24,768
+2,800
177
$1.01M 0.05%
10,727
+376
178
$1.01M 0.05%
14,903
+774
179
$983K 0.05%
4,403
+120
180
$982K 0.05%
31,941
+5,482
181
$978K 0.05%
4,887
+97
182
$977K 0.05%
12,578
-116
183
$972K 0.05%
7,186
+2,819
184
$967K 0.05%
6,939
+368
185
$966K 0.05%
9,393
+1,649
186
$952K 0.05%
3,671
-200
187
$952K 0.05%
34,705
+3,096
188
$950K 0.05%
8,500
-630
189
$948K 0.05%
2,930
+469
190
$947K 0.05%
10,399
+274
191
$947K 0.05%
13,112
192
$941K 0.05%
8,383
-209
193
$936K 0.05%
9,099
+1,588
194
$921K 0.05%
3,358
+190
195
$918K 0.05%
+14,907
196
$913K 0.05%
8,838
197
$907K 0.05%
23,987
+504
198
$906K 0.05%
19,704
+1,296
199
$903K 0.05%
5,017
+71
200
$900K 0.04%
9,579
+454
6 7
8
9 10