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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$377K 0.04%
20,249
+1,351
202
$377K 0.04%
4,107
+75
203
$376K 0.04%
4,502
+17
204
$376K 0.04%
6,683
+450
205
$374K 0.04%
10,207
+355
206
$357K 0.04%
5,136
+168
207
$356K 0.04%
7,531
+435
208
$355K 0.04%
5,541
-1,604
209
$354K 0.04%
4,569
+132
210
$350K 0.04%
6,061
+38
211
$345K 0.04%
6,224
+352
212
$344K 0.04%
7,515
+1,574
213
$344K 0.04%
19,711
+951
214
$338K 0.04%
3,009
-115
215
$327K 0.03%
5,689
-301
216
$327K 0.03%
25,018
217
$325K 0.03%
15,593
218
$322K 0.03%
5,161
219
$319K 0.03%
7,392
-164
220
$318K 0.03%
3,577
+700
221
$317K 0.03%
8,331
-24,652
222
$316K 0.03%
6,524
+1,876
223
$314K 0.03%
2,511
+84
224
$313K 0.03%
2,525
-110
225
$312K 0.03%
3,533
-38
7 8
9
10 11