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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 1.79%
655,688
+2,956
2
$13.8M 1.43%
138,632
-536
3
$11.7M 1.21%
119,494
-17,789
4
$10.5M 1.09%
134,736
+825
5
$8.12M 0.84%
138,341
+113,309
6
$7.8M 0.81%
140,649
-654
7
$7.73M 0.8%
75,211
+3,677
8
$7.05M 0.73%
88,739
-6,562
9
$6.7M 0.7%
257,589
-2,214
10
$6.67M 0.69%
76,298
-1,546
11
$6.65M 0.69%
63,254
+5,141
12
$6.22M 0.65%
41,661
-1,710
13
$6.13M 0.64%
105,233
-2,410
14
$5.81M 0.6%
125,748
-5,319
15
$5.24M 0.54%
67,564
+2,608
16
$5.17M 0.54%
102,573
-1,916
17
$4.83M 0.5%
46,146
+18,818
18
$4.66M 0.48%
100,930
-3,425
19
$4.6M 0.48%
129,726
+4,932
20
$4.48M 0.47%
50,954
-1,808
21
$4.42M 0.46%
60,814
-1,603
22
$4.41M 0.46%
70,616
+4,622
23
$4.39M 0.46%
43,360
+5,133
24
$4.36M 0.45%
126,648
-4,811
25
$4.07M 0.42%
34,416
-5,273
1
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