FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$3.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.72M

Top Sells

1
+$10.3M
2
+$4.36M
3
+$2.69M
4
APH icon
Amphenol
APH
+$1.54M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
226
Qualcomm
QCOM
$171B
$1.09M 0.04%
6,381
-31
VIG icon
227
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.08M 0.04%
4,913
+630
VGT icon
228
Vanguard Information Technology ETF
VGT
$114B
$1.06M 0.04%
1,410
+1,100
EME icon
229
Emcor
EME
$31.3B
$1.06M 0.04%
1,733
-24
BWXT icon
230
BWX Technologies
BWXT
$19.9B
$1.05M 0.04%
6,090
+1,809
VXF icon
231
Vanguard Extended Market ETF
VXF
$26.5B
$1.04M 0.04%
4,972
+367
TXRH icon
232
Texas Roadhouse
TXRH
$12.9B
$1.03M 0.04%
6,209
-70
A icon
233
Agilent Technologies
A
$39.6B
$1.03M 0.04%
7,574
-58
SCHW icon
234
Charles Schwab
SCHW
$184B
$1.03M 0.04%
10,291
+1,719
IWP icon
235
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$1.02M 0.04%
7,471
FISV
236
Fiserv Inc
FISV
$35.7B
$1.02M 0.04%
15,230
-1,643
AZO icon
237
AutoZone
AZO
$58.4B
$1.02M 0.04%
300
-38
VXUS icon
238
Vanguard Total International Stock ETF
VXUS
$126B
$1.01M 0.04%
13,443
+768
XLC icon
239
State Street Communication Services Select Sector SPDR ETF
XLC
$26.4B
$1M 0.03%
8,504
+2,193
QUAL icon
240
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$994K 0.03%
5,004
+1,144
HLI icon
241
Houlihan Lokey
HLI
$13.3B
$991K 0.03%
5,687
+433
APO icon
242
Apollo Global Management
APO
$83.5B
$986K 0.03%
6,812
+1,706
QQQE icon
243
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$985K 0.03%
9,627
+725
MAR icon
244
Marriott International
MAR
$87.5B
$971K 0.03%
3,131
+106
EMR icon
245
Emerson Electric
EMR
$84B
$958K 0.03%
7,216
-855
DEO icon
246
Diageo
DEO
$49.2B
$956K 0.03%
11,082
+49
INSM icon
247
Insmed
INSM
$34.4B
$927K 0.03%
5,325
+146
WM icon
248
Waste Management
WM
$89.1B
$924K 0.03%
4,207
-717
TMUS icon
249
T-Mobile US
TMUS
$208B
$922K 0.03%
4,542
+136
NXPI icon
250
NXP Semiconductors
NXPI
$59.7B
$919K 0.03%
4,233
+831
8 9
10
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