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
1
$40.6M 2.29%
312,744
-2,796
2
$32M 1.8%
1,904,110
+5,766
3
$28.1M 1.58%
117,308
-199
4
$19.3M 1.08%
126,940
+10,898
5
$18.2M 1.02%
84,936
+9,251
6
$14.1M 0.8%
160,293
+2,207
7
$12.1M 0.68%
143,782
-3,234
8
$12M 0.68%
34,561
+1,637
9
$10M 0.56%
90,405
-3,727
10
$8.87M 0.5%
186,073
+8,734
11
$8.84M 0.5%
50,020
+14
12
$8.13M 0.46%
60,631
+3,314
13
$7.54M 0.42%
62,616
-6,033
14
$7.53M 0.42%
36,247
-1,557
15
$7.43M 0.42%
24,043
+246
16
$7.32M 0.41%
19,408
+673
17
$7.27M 0.41%
44,971
-1,833
18
$7.19M 0.4%
79,869
+169
19
$7.18M 0.4%
140,172
+4,151
20
$6.91M 0.39%
102,398
+20,780
21
$6.63M 0.37%
168,256
+8,958
22
$6.51M 0.37%
12,285
+388
23
$6.51M 0.37%
445,330
-2,230
24
$6.21M 0.35%
16,170
+3,958
25
$6.08M 0.34%
19,240
+549
1
2 3 4 5