FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.36%
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
RTX icon
51
RTX Corp
RTX
$280B
$5.18M 0.18%
28,233
+4,526
MCK icon
52
McKesson
MCK
$120B
$4.97M 0.17%
6,054
+679
ADBE icon
53
Adobe
ADBE
$112B
$4.83M 0.17%
13,813
-486
KO icon
54
Coca-Cola
KO
$336B
$4.68M 0.16%
66,952
-4,263
MU icon
55
Micron Technology
MU
$451B
$4.62M 0.16%
16,183
+7,147
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$581B
$4.62M 0.16%
13,770
+18
PM icon
57
Philip Morris
PM
$279B
$4.6M 0.16%
28,691
+1,574
XAGG
58
Eaton Vance Income Opportunities ETF
XAGG
$640M
$4.46M 0.15%
+88,440
IWM icon
59
iShares Russell 2000 ETF
IWM
$74.1B
$4.38M 0.15%
17,800
+1,593
MS icon
60
Morgan Stanley
MS
$266B
$4.3M 0.15%
24,242
+1,752
DVY icon
61
iShares Select Dividend ETF
DVY
$22.6B
$4.3M 0.15%
30,471
PWR icon
62
Quanta Services
PWR
$85B
$4.18M 0.14%
9,911
-151
CMI icon
63
Cummins
CMI
$79.3B
$4.08M 0.14%
7,996
-337
PEP icon
64
PepsiCo
PEP
$224B
$3.95M 0.14%
27,555
+430
QQQ icon
65
Invesco QQQ Trust
QQQ
$400B
$3.9M 0.13%
6,355
+791
TMO icon
66
Thermo Fisher Scientific
TMO
$193B
$3.9M 0.13%
6,729
-35
LOW icon
67
Lowe's Companies
LOW
$145B
$3.83M 0.13%
15,900
+79
CTAS icon
68
Cintas
CTAS
$80B
$3.77M 0.13%
20,061
-49
PLD icon
69
Prologis
PLD
$130B
$3.64M 0.13%
28,522
-1,887
BLK icon
70
Blackrock
BLK
$163B
$3.64M 0.13%
3,401
+547
SMCO icon
71
Hilton Small-MidCap Opportunity ETF
SMCO
$155M
$3.58M 0.12%
133,503
+26,427
TTE icon
72
TotalEnergies
TTE
$163B
$3.47M 0.12%
53,051
-305
CBRE icon
73
CBRE Group
CBRE
$41.8B
$3.47M 0.12%
21,562
-799
ITM icon
74
VanEck Intermediate Muni ETF
ITM
$2.2B
$3.45M 0.12%
73,079
+12,742
BKNG icon
75
Booking.com
BKNG
$135B
$3.37M 0.12%
629
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1 2
3
4 5