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
$2.89B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1 +$8.21M
2 +$4.46M
3 +$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

1 +$9.78M
2 +$3.98M
3 +$2.67M
4
APH icon
Amphenol
APH
+$1.53M
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
SCHG icon
401
Schwab US Large-Cap Growth ETF
SCHG
$57.3B
$399K 0.01%
+12,244
TDG icon
402
TransDigm Group
TDG
$69.5B
$398K 0.01%
299
+31
PRMB
403
Primo Brands
PRMB
$8.08B
$397K 0.01%
24,311
-418
POOL icon
404
Pool Corp
POOL
$6.94B
$395K 0.01%
1,726
-738
SF icon
405
Stifel
SF
$11.7B
$395K 0.01%
4,728
-468
GLW icon
406
Corning
GLW
$157B
$394K 0.01%
4,495
-1,822
CMS icon
407
CMS Energy
CMS
$22.8B
$383K 0.01%
5,481
+263
WWD icon
408
Woodward
WWD
$22.1B
$380K 0.01%
1,258
+11
ACWI icon
409
iShares MSCI ACWI ETF
ACWI
$31.8B
$380K 0.01%
2,686
PCAR icon
410
PACCAR
PCAR
$60B
$379K 0.01%
3,458
+107
UGI icon
411
UGI
UGI
$6.94B
$376K 0.01%
10,047
+492
LDOS icon
412
Leidos
LDOS
$16.5B
$374K 0.01%
2,074
+80
CDNS icon
413
Cadence Design Systems
CDNS
$98.4B
$374K 0.01%
1,195
+84
SFM icon
414
Sprouts Farmers Market
SFM
$7.62B
$368K 0.01%
4,620
+231
APD icon
415
Air Products & Chemicals
APD
$65.7B
$367K 0.01%
1,485
-70
FDIS icon
416
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.8B
$365K 0.01%
3,575
+1,009
IBKR icon
417
Interactive Brokers
IBKR
$37.3B
$365K 0.01%
5,674
-828
AMG icon
418
Affiliated Managers Group
AMG
$7.91B
$364K 0.01%
+1,262
ASML icon
419
ASML
ASML
$585B
$359K 0.01%
336
+115
THC icon
420
Tenet Healthcare
THC
$16.7B
$359K 0.01%
1,805
+741
FSS icon
421
Federal Signal
FSS
$7.35B
$358K 0.01%
+3,294
PKBK icon
422
Parke Bancorp
PKBK
$362M
$357K 0.01%
14,272
HUBS icon
423
HubSpot
HUBS
$12.5B
$357K 0.01%
889
+140
NRG icon
424
NRG Energy
NRG
$30.2B
$356K 0.01%
+2,234
CMCSA icon
425
Comcast
CMCSA
$93.7B
$355K 0.01%
11,868
-484