FB
Fulton Bank Portfolio holdings
AUM
$2.89B
1-Year Est. Return
11.36%
This Fund
S&P 500
1 Year Est. Return
+11.36%
AUM
$2.89B
AUM Growth
+$32.4M
(+1.1%)
Holding
709
Top Buys
| 1 | +$8.21M | |
| 2 | +$4.46M | |
| 3 | +$3.56M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.39M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.69M |
Top Sells
| 1 | +$9.78M | |
| 2 | +$3.98M | |
| 3 | +$2.67M | |
| 4 |
Amphenol
APH
|
+$1.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$319B
| $9.31M | 0.32% |
120,820
+4,820
|
|
||
27
Johnson & Johnson
JNJ
$591B
| $9.14M | 0.32% |
44,145
-16
|
|
||
28
Home Depot
HD
$367B
| $8.72M | 0.3% |
25,338
-666
|
|
||
29
Oracle
ORCL
$438B
| $8.65M | 0.3% |
44,372
+7,415
|
|
||
30
iShares Semiconductor ETF
SOXX
$21.6B
| $8.46M | 0.29% |
28,084
-41
|
|
||
|
31
iShares Core MSCI EAFE ETF
IEFA
$176B
| $8.28M | 0.29% |
92,556
+30,428
|
|
||
32
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.05B
| $8.2M | 0.28% |
+365,050
|
|
||
|
33
Amphenol
APH
$163B
| $8.18M | 0.28% |
60,505
-11,431
|
|
||
34
iShares Russell Mid-Cap ETF
IWR
$49.1B
| $8.17M | 0.28% |
84,862
+1,374
|
|
||
35
Exxon Mobil
XOM
$624B
| $7.73M | 0.27% |
64,252
+697
|
|
||
36
IBM
IBM
$234B
| $7.06M | 0.24% |
23,837
+1,426
|
|
||
37
United Rentals
URI
$53.7B
| $6.9M | 0.24% |
8,524
-195
|
|
||
38
Merck
MRK
$297B
| $6.86M | 0.24% |
65,215
+3,155
|
|
||
39
Costco
COST
$447B
| $6.78M | 0.23% |
7,862
+114
|
|
||
40
Applied Materials
AMAT
$284B
| $6.53M | 0.23% |
25,408
-610
|
|
||
41
TJX Companies
TJX
$180B
| $6.37M | 0.22% |
41,494
+1,148
|
|
||
42
Walmart Inc
WMT
$1.02T
| $6.31M | 0.22% |
56,635
+4,681
|
|
||
43
Chevron
CVX
$368B
| $6.19M | 0.21% |
40,623
-403
|
|
||
44
Bank of America
BAC
$363B
| $6.06M | 0.21% |
110,192
-3,435
|
|
||
45
Applovin
APP
$163B
| $5.87M | 0.2% |
8,717
+671
|
|
||
46
Amgen
AMGN
$204B
| $5.7M | 0.2% |
17,419
-224
|
|
||
47
Verizon
VZ
$216B
| $5.51M | 0.19% |
135,182
-22,546
|
|
||
48
iShares Core S&P Mid-Cap ETF
IJH
$111B
| $5.47M | 0.19% |
82,822
+27,068
|
|
||
49
Walt Disney
DIS
$183B
| $5.45M | 0.19% |
47,878
+2,244
|
|
||
50
PNC Financial Services
PNC
$86.5B
| $5.21M | 0.18% |
24,971
+882
|
|