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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$870K 0.04%
6,808
-78
202
$866K 0.04%
4,994
+645
203
$848K 0.04%
3,021
-112
204
$844K 0.04%
3,168
+115
205
$794K 0.04%
12,694
+268
206
$794K 0.04%
2,461
-1,628
207
$788K 0.04%
17,704
-76
208
$784K 0.04%
2,293
+67
209
$779K 0.04%
16,870
+128
210
$755K 0.04%
3,361
-17
211
$748K 0.04%
3,976
+243
212
$746K 0.04%
18,408
-240
213
$738K 0.04%
6,204
-8
214
$730K 0.04%
3,357
-2,541
215
$724K 0.04%
7,511
+358
216
$718K 0.04%
288
-28
217
$706K 0.03%
12,588
+21
218
$691K 0.03%
2,084
+261
219
$687K 0.03%
4,367
-234
220
$686K 0.03%
13,957
-105
221
$683K 0.03%
3,696
-82
222
$681K 0.03%
6,020
+619
223
$679K 0.03%
+9,958
224
$675K 0.03%
73,072
-4,466
225
$674K 0.03%
5,101
-86
7 8
9
10 11