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
PM icon
51
Philip Morris
PM
$271B
$5.36M 0.19%
32,405
+3,714
BAC icon
52
Bank of America
BAC
$372B
$5.33M 0.19%
109,376
-816
MCK icon
53
McKesson
MCK
$88.6B
$5.33M 0.19%
6,159
+105
PWR icon
54
Quanta Services
PWR
$107B
$5.25M 0.19%
9,558
-353
AMGN icon
55
Amgen
AMGN
$183B
$5.13M 0.18%
14,566
-2,853
KO icon
56
Coca-Cola
KO
$339B
$4.98M 0.18%
65,544
-1,408
TTE icon
57
TotalEnergies
TTE
$199B
$4.81M 0.17%
52,885
-166
DVY icon
58
iShares Select Dividend ETF
DVY
$22.4B
$4.61M 0.16%
30,459
-12
DIS icon
59
Walt Disney
DIS
$173B
$4.54M 0.16%
47,089
-789
IWM icon
60
iShares Russell 2000 ETF
IWM
$78.6B
$4.49M 0.16%
18,094
+294
VTI icon
61
Vanguard Total Stock Market ETF
VTI
$655B
$4.42M 0.16%
13,771
+1
PEP icon
62
PepsiCo
PEP
$195B
$4.32M 0.15%
27,823
+268
MS icon
63
Morgan Stanley
MS
$331B
$4.23M 0.15%
25,709
+1,467
XAGG
64
Eaton Vance Income Opportunities ETF
XAGG
$1.04B
$4.22M 0.15%
84,971
-3,469
QQQ icon
65
Invesco QQQ Trust
QQQ
$495B
$4.18M 0.15%
7,239
+884
COP icon
66
ConocoPhillips
COP
$145B
$4.05M 0.14%
30,654
-241
SMCO icon
67
Hilton Small-MidCap Opportunity ETF
SMCO
$135M
$4.02M 0.14%
147,832
+14,329
CMI icon
68
Cummins
CMI
$94.2B
$3.94M 0.14%
7,315
-681
FE icon
69
FirstEnergy
FE
$26.2B
$3.84M 0.14%
75,878
+19,264
ITM icon
70
VanEck Intermediate Muni ETF
ITM
$2.18B
$3.81M 0.13%
82,161
+9,082
HON icon
71
Honeywell
HON
$141B
$3.81M 0.13%
16,857
-181
LRCX icon
72
Lam Research
LRCX
$430B
$3.74M 0.13%
17,519
+162
LOW icon
73
Lowe's Companies
LOW
$116B
$3.69M 0.13%
15,616
-284
VTEB icon
74
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.9B
$3.56M 0.13%
71,349
+8,937
ANET icon
75
Arista Networks
ANET
$220B
$3.55M 0.13%
28,937
+7,809
1 2
3
4 5