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
$1.26B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.7M
3
+$2.47M
4
CI icon
Cigna
CI
+$1.15M
5
ABBV icon
AbbVie
ABBV
+$1.12M

Top Sells

1
+$2.35M
2
+$1.91M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$945K

Sector Composition

1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$398K 0.03%
41,225
-8,585
202
$397K 0.03%
15,032
-1,653
203
$397K 0.03%
2,366
+756
204
$383K 0.03%
3,093
-354
205
$382K 0.03%
8,638
-4,380
206
$377K 0.03%
8,684
+2,924
207
$375K 0.03%
9,900
208
$371K 0.03%
14,442
+346
209
$369K 0.03%
+3,512
210
$367K 0.03%
25,630
-3,430
211
$366K 0.03%
1,215
-1,465
212
$358K 0.03%
5,446
+59
213
$357K 0.03%
1,610
-198
214
$355K 0.03%
17,908
-1,493
215
$353K 0.03%
5,909
216
$351K 0.03%
4,946
+162
217
$348K 0.03%
5,426
+1,030
218
$347K 0.03%
24,470
-2,090
219
$346K 0.03%
16,065
-1,551
220
$345K 0.03%
7,976
+2,138
221
$345K 0.03%
4,030
+36
222
$343K 0.03%
7,556
-665
223
$331K 0.03%
73,562
-44,589
224
$314K 0.03%
6,432
-960
225
$312K 0.02%
2,217
7 8
9
10 11