FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.11M
3
+$2.43M
4
STLD icon
Steel Dynamics
STLD
+$1.16M
5
STRL icon
Sterling Infrastructure
STRL
+$1.08M

Top Sells

1
+$5.56M
2
+$2.3M
3
+$1.86M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXRH icon
226
Texas Roadhouse
TXRH
$11.1B
$1.04M 0.04%
6,279
-327
NVT icon
227
nVent Electric
NVT
$17.5B
$1.01M 0.04%
10,242
+111
ALL icon
228
Allstate
ALL
$54B
$1.01M 0.04%
4,688
-65
AMD icon
229
Advanced Micro Devices
AMD
$351B
$995K 0.03%
6,149
-185
TD icon
230
Toronto Dominion Bank
TD
$147B
$991K 0.03%
12,390
PRIM icon
231
Primoris Services
PRIM
$6.8B
$984K 0.03%
7,165
-3,221
A icon
232
Agilent Technologies
A
$42B
$980K 0.03%
7,632
-400
VXF icon
233
Vanguard Extended Market ETF
VXF
$25.1B
$964K 0.03%
4,605
+214
HELO icon
234
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.51B
$942K 0.03%
14,496
+4,885
VXUS icon
235
Vanguard Total International Stock ETF
VXUS
$112B
$931K 0.03%
12,675
CLS icon
236
Celestica
CLS
$37.1B
$930K 0.03%
3,774
-159
VIG icon
237
Vanguard Dividend Appreciation ETF
VIG
$101B
$924K 0.03%
4,283
+770
WAT icon
238
Waters Corp
WAT
$23.6B
$922K 0.03%
3,075
-187
QQQE icon
239
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.26B
$905K 0.03%
8,902
EQT icon
240
EQT Corp
EQT
$37.5B
$898K 0.03%
16,502
+283
MO icon
241
Altria Group
MO
$97.9B
$897K 0.03%
13,584
-4,421
DE icon
242
Deere & Co
DE
$131B
$894K 0.03%
1,956
-438
SPOT icon
243
Spotify
SPOT
$116B
$893K 0.03%
1,279
-179
SYY icon
244
Sysco
SYY
$35.2B
$886K 0.03%
10,762
-492
DECK icon
245
Deckers Outdoor
DECK
$14B
$873K 0.03%
8,615
-436
TDY icon
246
Teledyne Technologies
TDY
$24.3B
$873K 0.03%
1,489
-108
IQV icon
247
IQVIA
IQV
$38.3B
$873K 0.03%
4,594
+1,985
MCHP icon
248
Microchip Technology
MCHP
$35B
$868K 0.03%
13,513
-1,449
HOOD icon
249
Robinhood
HOOD
$123B
$865K 0.03%
6,038
+517
USFD icon
250
US Foods
USFD
$17B
$862K 0.03%
11,254
+555
8 9
10
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