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
IWP icon
226
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$1.08M 0.04%
8,446
+975
CRH icon
227
CRH
CRH
$71.9B
$1.08M 0.04%
10,280
+533
J icon
228
Jacobs Solutions
J
$14.6B
$1.07M 0.04%
8,411
-70
ACWX icon
229
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$1.07M 0.04%
+15,609
VIG icon
230
Vanguard Dividend Appreciation ETF
VIG
$109B
$1.06M 0.04%
4,913
NOW icon
231
ServiceNow
NOW
$126B
$1.05M 0.04%
10,081
-1,466
MAR icon
232
Marriott International
MAR
$100B
$1.04M 0.04%
3,171
+40
VXUS icon
233
Vanguard Total International Stock ETF
VXUS
$150B
$1.03M 0.04%
13,408
-35
IQV icon
234
IQVIA
IQV
$30.6B
$1.01M 0.04%
5,943
+474
TXRH icon
235
Texas Roadhouse
TXRH
$10.6B
$1.01M 0.04%
6,112
-97
ULTA icon
236
Ulta Beauty
ULTA
$20.3B
$1.01M 0.04%
1,923
-23
DGRW icon
237
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17B
$1M 0.04%
11,409
-836
BX icon
238
Blackstone
BX
$139B
$997K 0.04%
8,673
-1,386
TT icon
239
Trane Technologies
TT
$102B
$995K 0.04%
2,388
+51
LYV icon
240
Live Nation Entertainment
LYV
$38.5B
$992K 0.04%
6,506
+1,612
BMO icon
241
Bank of Montreal
BMO
$114B
$988K 0.03%
7,299
-2,802
SCHW icon
242
Charles Schwab
SCHW
$151B
$985K 0.03%
10,483
+192
VGT icon
243
Vanguard Information Technology ETF
VGT
$147B
$984K 0.03%
11,280
SLB icon
244
SLB Ltd
SLB
$85.4B
$982K 0.03%
19,110
+4,570
EQT icon
245
EQT Corp
EQT
$34.6B
$978K 0.03%
15,363
-1,189
ENTG icon
246
Entegris
ENTG
$21.1B
$977K 0.03%
8,331
+51
DY icon
247
Dycom Industries
DY
$14.5B
$976K 0.03%
2,881
-421
WM icon
248
Waste Management
WM
$88.1B
$973K 0.03%
4,236
+29
CSX icon
249
CSX Corp
CSX
$86.9B
$955K 0.03%
23,260
+278
QQQE icon
250
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.36B
$949K 0.03%
9,627
8 9
10
11 12