FB

Fulton Bank Portfolio holdings

AUM $2.84B
1-Year Est. Return 12.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.01M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
BMOP
BNY Mellon Municipal Opportunities ETF
BMOP
+$3.14M

Top Sells

1
+$2.54M
2
+$2.44M
3
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
AEP icon
American Electric Power
AEP
+$1.37M

Sector Composition

1 Technology 11.42%
2 Financials 5.21%
3 Communication Services 3.71%
4 Consumer Discretionary 3.61%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.31T
$69.6M 2.45%
274,061
-1,949
NVDA icon
2
NVIDIA
NVDA
$5.23T
$58.5M 2.06%
335,359
-6,164
VOO icon
3
Vanguard S&P 500 ETF
VOO
$927B
$47.8M 1.68%
79,943
+6,786
MSFT icon
4
Microsoft
MSFT
$3.08T
$43.7M 1.54%
118,042
-3,627
DUHP icon
5
Dimensional US High Profitability ETF
DUHP
$11.5B
$39.7M 1.4%
1,080,249
+43,393
IVV icon
6
iShares Core S&P 500 ETF
IVV
$819B
$39.4M 1.39%
60,252
+1,357
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$129B
$32M 1.13%
75,016
-2,288
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.86T
$29.7M 1.05%
103,430
-1,553
AMZN icon
9
Amazon
AMZN
$2.93T
$29M 1.02%
139,442
+2,569
AVGO icon
10
Broadcom
AVGO
$2.04T
$27.5M 0.97%
88,797
-452
META icon
11
Meta Platforms (Facebook)
META
$1.55T
$25.5M 0.9%
44,605
+1,478
FULT icon
12
Fulton Financial
FULT
$4.14B
$24M 0.85%
1,179,778
-21,500
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$75.1B
$23.3M 0.82%
109,077
+2,542
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.81T
$19.3M 0.68%
67,372
-444
VSLU icon
15
Applied Finance Valuation Large Cap ETF
VSLU
$504M
$14.9M 0.52%
356,192
+38,169
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.14B
$14.2M 0.5%
632,365
+267,315
JPM icon
17
JPMorgan Chase
JPM
$809B
$14.1M 0.5%
48,031
+1,486
MA icon
18
Mastercard
MA
$438B
$14M 0.5%
28,109
-455
LLY icon
19
Eli Lilly
LLY
$846B
$12.8M 0.45%
13,915
+268
KLAC icon
20
KLA
KLAC
$244B
$12.8M 0.45%
8,679
-1,733
TSLA icon
21
Tesla
TSLA
$1.61T
$11.4M 0.4%
30,756
+512
ABBV icon
22
AbbVie
ABBV
$356B
$10.6M 0.37%
48,582
+1,496
XOM icon
23
Exxon Mobil
XOM
$599B
$10.1M 0.36%
59,616
-4,636
EFA icon
24
iShares MSCI EAFE ETF
EFA
$76.7B
$10.1M 0.36%
104,049
+282
IEFA icon
25
iShares Core MSCI EAFE ETF
IEFA
$184B
$9.94M 0.35%
109,781
+17,225
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