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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$504K 0.03%
18,308
-1,000
202
$499K 0.03%
12,973
+696
203
$496K 0.03%
24,231
-2,147
204
$489K 0.03%
27,234
-288
205
$488K 0.03%
47,590
+2,990
206
$484K 0.03%
7,477
+140
207
$482K 0.03%
16,868
+31
208
$479K 0.03%
18,841
-3,061
209
$479K 0.03%
+6,601
210
$476K 0.03%
8,191
-1,075
211
$475K 0.03%
13,907
-1,921
212
$473K 0.03%
1,947
+50
213
$470K 0.03%
29,725
+525
214
$468K 0.03%
21,496
-836
215
$460K 0.03%
4,706
+494
216
$449K 0.03%
7,294
-1,228
217
$448K 0.03%
22,970
+1,332
218
$447K 0.03%
8,431
+457
219
$444K 0.03%
4,416
+841
220
$432K 0.03%
118,187
+5,403
221
$430K 0.03%
10,020
-4,956
222
$429K 0.03%
7,438
+168
223
$427K 0.03%
92,896
+21,632
224
$425K 0.03%
23,865
-94
225
$425K 0.03%
3,948
-320
7 8
9
10 11