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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$962K 0.04%
25,595
+1,608
202
$944K 0.04%
6,402
-332
203
$932K 0.04%
8,348
-490
204
$928K 0.04%
16,158
-218
205
$926K 0.04%
17,787
+83
206
$922K 0.04%
5,146
-24
207
$916K 0.04%
8,151
+1,607
208
$910K 0.04%
4,882
-5
209
$882K 0.04%
5,074
-451
210
$856K 0.04%
6,662
+498
211
$850K 0.04%
6,953
+402
212
$847K 0.04%
3,262
+2
213
$844K 0.04%
1,350
-22
214
$844K 0.04%
8,355
+804
215
$834K 0.04%
5,239
-1,700
216
$823K 0.04%
7,667
+1,148
217
$812K 0.04%
1,984
+235
218
$810K 0.04%
4,975
-65
219
$810K 0.04%
4,274
-143
220
$801K 0.04%
8,767
-545
221
$801K 0.04%
5,479
-678
222
$791K 0.04%
3,419
-42
223
$784K 0.04%
3,639
+116
224
$777K 0.04%
2,362
-188
225
$774K 0.03%
6,452
+639
7 8
9
10 11