FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.67M
3
+$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1
+$1.5M
2
+$1.08M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$416K 0.03%
5,007
-101
202
$410K 0.03%
7,996
203
$409K 0.03%
9,626
-715
204
$409K 0.03%
9,900
205
$407K 0.03%
2,731
-50
206
$401K 0.03%
478
+2
207
$397K 0.03%
2,144
-73
208
$394K 0.03%
1,337
+74
209
$394K 0.03%
5,909
210
$393K 0.03%
7,558
-575
211
$391K 0.03%
5,235
+194
212
$391K 0.03%
3,384
-53
213
$377K 0.03%
4,695
+137
214
$377K 0.03%
15,587
-438
215
$369K 0.02%
1,916
-35
216
$365K 0.02%
1,246
217
$361K 0.02%
1,285
+4
218
$359K 0.02%
2,452
-490
219
$355K 0.02%
6,354
-712
220
$355K 0.02%
9,051
-352
221
$346K 0.02%
19,024
-487
222
$342K 0.02%
32,640
-550
223
$335K 0.02%
+304
224
$332K 0.02%
3,335
225
$331K 0.02%
+2,715
7 8
9
10 11