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
FDIS icon
501
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.76B
$228K 0.01%
2,443
-1,132
CP icon
502
Canadian Pacific Kansas City
CP
$79B
$228K 0.01%
2,895
-59
EFV icon
503
iShares MSCI EAFE Value ETF
EFV
$30.2B
$225K 0.01%
3,023
HUBS icon
504
HubSpot
HUBS
$11.8B
$223K 0.01%
915
+26
ECL icon
505
Ecolab
ECL
$72.4B
$221K 0.01%
830
-184
MNDY icon
506
monday.com
MNDY
$4.63B
$220K 0.01%
3,177
-179
CCL icon
507
Carnival Corporation Ltd
CCL
$38B
$217K 0.01%
8,375
-206
OZ icon
508
Belpointe PREP
OZ
$186M
$216K 0.01%
4,060
MPB icon
509
Mid Penn Bancorp
MPB
$820M
$214K 0.01%
6,664
+47
TAP icon
510
Molson Coors Class B
TAP
$7.26B
$213K 0.01%
4,938
-46
ABB
511
DELISTED
ABB Ltd
ABB
$211K 0.01%
+2,676
ARW icon
512
Arrow Electronics
ARW
$11.6B
$209K 0.01%
+1,454
BR icon
513
Broadridge
BR
$18.3B
$208K 0.01%
1,281
+27
LNG icon
514
Cheniere Energy
LNG
$50.2B
$207K 0.01%
729
-483
SAP icon
515
SAP
SAP
$223B
$206K 0.01%
+1,205
GATX icon
516
GATX Corp
GATX
$6.12B
$206K 0.01%
1,207
-1
RELX icon
517
RELX
RELX
$61.1B
$205K 0.01%
+6,183
CI icon
518
Cigna
CI
$74.5B
$203K 0.01%
762
-28
TENB icon
519
Tenable Holdings
TENB
$3.32B
$197K 0.01%
11,645
+758
HTGC icon
520
Hercules Capital
HTGC
$2.89B
$189K 0.01%
12,817
LU icon
521
Lufax Holding
LU
$1.32B
$27.2K ﹤0.01%
+14,568
AEG icon
522
Aegon
AEG
$12.6B
– –
-25,000
AN icon
523
AutoNation
AN
$6.34B
– –
-1,248
ARGX icon
524
argenx
ARGX
$52.8B
– –
-252
BITB icon
525
Bitwise Bitcoin ETF
BITB
$2.46B
– –
-5,411
19 20
21
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