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
$1.78B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$1.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$857K
4
META icon
Meta Platforms (Facebook)
META
+$726K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$559K

Sector Composition

1 Technology 8.22%
2 Financials 6.61%
3 Healthcare 5.91%
4 Consumer Discretionary 3.63%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$690K 0.04%
8,417
+64
202
$685K 0.04%
5,433
+1,265
203
$684K 0.04%
2,853
-502
204
$681K 0.04%
2,743
+238
205
$669K 0.04%
5,231
+300
206
$661K 0.04%
+6,984
207
$654K 0.04%
+4,527
208
$643K 0.04%
2,777
-16
209
$635K 0.04%
1,936
-860
210
$634K 0.04%
3,094
-169
211
$634K 0.04%
6,987
-360
212
$633K 0.04%
10,285
-1,791
213
$617K 0.03%
3,017
-1,353
214
$616K 0.03%
7,530
-842
215
$607K 0.03%
1,183
+59
216
$604K 0.03%
13,482
+279
217
$603K 0.03%
3,640
+921
218
$593K 0.03%
13,113
-2,689
219
$592K 0.03%
11,442
220
$588K 0.03%
19,404
+2,536
221
$586K 0.03%
2,734
-350
222
$585K 0.03%
5,885
-680
223
$583K 0.03%
1,501
+179
224
$582K 0.03%
23,671
+1,792
225
$577K 0.03%
3,899
+484
7 8
9
10 11