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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.95M
3
+$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1
+$6.02M
2
+$1.89M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$57.4M 2.12%
115,480
-1,833
AAPL icon
2
Apple
AAPL
$3.74T
$56.5M 2.09%
275,274
-2,996
NVDA icon
3
NVIDIA
NVDA
$4.46T
$53.4M 1.97%
337,910
+10,928
VOO icon
4
Vanguard S&P 500 ETF
VOO
$757B
$36M 1.33%
63,455
+4,471
IWF icon
5
iShares Russell 1000 Growth ETF
IWF
$122B
$33.2M 1.22%
78,106
-4,193
META icon
6
Meta Platforms (Facebook)
META
$1.8T
$33M 1.22%
44,746
-1,039
AMZN icon
7
Amazon
AMZN
$2.27T
$32.7M 1.21%
149,078
+830
FULT icon
8
Fulton Financial
FULT
$3.11B
$30.8M 1.14%
1,705,334
-333,969
IVV icon
9
iShares Core S&P 500 ETF
IVV
$660B
$29.7M 1.1%
47,766
+4,745
DUHP icon
10
Dimensional US High Profitability ETF
DUHP
$9.64B
$29.5M 1.09%
+829,280
AVGO icon
11
Broadcom
AVGO
$1.65T
$25.2M 0.93%
91,365
+2,017
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.06T
$21.2M 0.78%
120,045
-2,815
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$64.4B
$21.1M 0.78%
108,568
+1,131
MA icon
14
Mastercard
MA
$507B
$16.5M 0.61%
29,367
-1,111
NFLX icon
15
Netflix
NFLX
$510B
$13.7M 0.51%
10,264
+63
JPM icon
16
JPMorgan Chase
JPM
$810B
$13.5M 0.5%
46,427
-2,805
GOOG icon
17
Alphabet (Google) Class C
GOOG
$3.07T
$12.7M 0.47%
71,393
-8,567
KLAC icon
18
KLA
KLAC
$146B
$11.7M 0.43%
13,012
-830
V icon
19
Visa
V
$664B
$10.8M 0.4%
30,385
-853
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.4M 0.38%
21,325
-802
LLY icon
21
Eli Lilly
LLY
$720B
$10.3M 0.38%
13,183
-814
VSLU icon
22
Applied Finance Valuation Large Cap ETF
VSLU
$304M
$10.2M 0.38%
259,324
+21,233
ABBV icon
23
AbbVie
ABBV
$406B
$9.55M 0.35%
51,443
-440
HD icon
24
Home Depot
HD
$390B
$9.46M 0.35%
25,802
+12
ORCL icon
25
Oracle
ORCL
$830B
$9.33M 0.34%
42,663
-2,405
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