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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$622K 0.03%
+1,594
202
$620K 0.03%
7,021
+832
203
$616K 0.03%
10,334
+3,548
204
$607K 0.03%
12,350
-5,097
205
$596K 0.03%
18,534
+1,053
206
$592K 0.03%
9,078
-316
207
$591K 0.03%
5,802
+615
208
$589K 0.03%
3,123
-5,776
209
$588K 0.03%
21,668
+300
210
$583K 0.03%
7,535
+448
211
$580K 0.03%
15,115
212
$567K 0.03%
2,650
213
$566K 0.03%
2,942
+53
214
$564K 0.03%
4,506
+1,280
215
$537K 0.03%
10,036
-432
216
$528K 0.03%
4,715
+645
217
$520K 0.03%
10,779
218
$516K 0.03%
1,617
219
$510K 0.03%
2,642
+189
220
$508K 0.03%
1,786
+232
221
$496K 0.03%
3,762
+97
222
$496K 0.03%
1,251
+80
223
$492K 0.02%
2,076
-31
224
$483K 0.02%
2,395
-266
225
$482K 0.02%
62,558
+18,041
7 8
9
10 11