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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.04%
20,208
-3,135
202
$355K 0.04%
5,415
-108
203
$349K 0.04%
4,056
-114
204
$348K 0.04%
20,150
+4,582
205
$347K 0.04%
15,807
+5,278
206
$347K 0.04%
9,957
+1,469
207
$344K 0.04%
7,987
+241
208
$344K 0.04%
5,508
+177
209
$342K 0.04%
5,474
+73
210
$335K 0.03%
11,703
+1,194
211
$322K 0.03%
2,856
+389
212
$320K 0.03%
9,900
213
$318K 0.03%
9,534
+191
214
$305K 0.03%
5,004
+263
215
$304K 0.03%
2,525
216
$300K 0.03%
+11,700
217
$298K 0.03%
1,273
+56
218
$298K 0.03%
4,419
-18
219
$293K 0.03%
12,897
+77
220
$292K 0.03%
7,111
+210
221
$291K 0.03%
8,403
+169
222
$287K 0.03%
19,163
-1,967
223
$287K 0.03%
6,196
-7
224
$286K 0.03%
4,618
-543
225
$283K 0.03%
8,094
-26,063
7 8
9
10 11