FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$893K 0.04%
2,088
-100
202
$890K 0.04%
6,157
-2,619
203
$841K 0.04%
4,417
+441
204
$818K 0.04%
16,376
+869
205
$799K 0.04%
2,550
+466
206
$790K 0.04%
+9,216
207
$789K 0.04%
6,734
-74
208
$788K 0.04%
5,170
+176
209
$774K 0.04%
5,040
-61
210
$769K 0.04%
7,551
+1,016
211
$767K 0.04%
302
+14
212
$765K 0.04%
3,217
-140
213
$755K 0.04%
17,704
214
$746K 0.04%
2,609
-412
215
$742K 0.04%
12,727
-1,230
216
$741K 0.04%
3,523
-173
217
$738K 0.04%
16,870
218
$736K 0.04%
6,519
+853
219
$729K 0.04%
9,312
+2,699
220
$720K 0.04%
3,260
+203
221
$712K 0.04%
16,053
+2,290
222
$703K 0.04%
13,133
+545
223
$701K 0.03%
1,372
+85
224
$693K 0.03%
8,874
+943
225
$691K 0.03%
49,256
+39,176
7 8
9
10 11