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
$1.8B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.21M
3
+$949K
4
VZ icon
Verizon
VZ
+$947K
5
TTE icon
TotalEnergies
TTE
+$916K

Top Sells

1
+$1.94M
2
+$1.71M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.29M
5
XOM icon
Exxon Mobil
XOM
+$1.27M

Sector Composition

1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$661K 0.04%
14,363
-878
202
$651K 0.04%
1,650
-38
203
$649K 0.04%
1,872
+158
204
$618K 0.03%
17,118
-87
205
$617K 0.03%
7,291
-657
206
$614K 0.03%
2,772
-759
207
$614K 0.03%
5,845
+66
208
$597K 0.03%
5,981
-87
209
$591K 0.03%
+7,040
210
$589K 0.03%
4,163
-241
211
$587K 0.03%
11,382
212
$578K 0.03%
2,688
-7,113
213
$576K 0.03%
6,020
+35
214
$571K 0.03%
10,374
-1,420
215
$566K 0.03%
8,091
-466
216
$564K 0.03%
2,734
217
$556K 0.03%
7,952
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218
$556K 0.03%
8,798
-511
219
$552K 0.03%
4,994
-247
220
$544K 0.03%
10,006
+1,331
221
$530K 0.03%
2,377
-147
222
$529K 0.03%
1,112
+175
223
$522K 0.03%
3,316
-165
224
$519K 0.03%
12,379
-588
225
$512K 0.03%
2,078
-26
7 8
9
10 11