FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.95M
3
+$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1
+$6.02M
2
+$1.89M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
101
UnitedHealth
UNH
$323B
$2.6M 0.1%
8,348
-1,876
SNY icon
102
Sanofi
SNY
$123B
$2.57M 0.09%
53,195
-2,343
CMI icon
103
Cummins
CMI
$56.7B
$2.53M 0.09%
7,720
-560
FLEX icon
104
Flex
FLEX
$23.2B
$2.48M 0.09%
49,737
+3,473
SMCO icon
105
Hilton Small-MidCap Opportunity ETF
SMCO
$124M
$2.46M 0.09%
95,686
+28,630
SYK icon
106
Stryker
SYK
$143B
$2.45M 0.09%
6,188
-437
GS icon
107
Goldman Sachs
GS
$232B
$2.44M 0.09%
3,450
-75
CVS icon
108
CVS Health
CVS
$105B
$2.44M 0.09%
35,375
-2,428
PFE icon
109
Pfizer
PFE
$139B
$2.42M 0.09%
99,760
+19,852
NOW icon
110
ServiceNow
NOW
$188B
$2.42M 0.09%
2,352
+426
TFC icon
111
Truist Financial
TFC
$54.5B
$2.39M 0.09%
55,619
-5,265
VEA icon
112
Vanguard FTSE Developed Markets ETF
VEA
$178B
$2.38M 0.09%
41,707
-1,920
ITM icon
113
VanEck Intermediate Muni ETF
ITM
$2B
$2.35M 0.09%
51,670
+6,336
SO icon
114
Southern Company
SO
$108B
$2.35M 0.09%
25,580
-4,046
VONV icon
115
Vanguard Russell 1000 Value ETF
VONV
$13.6B
$2.34M 0.09%
27,506
+11,478
EEM icon
116
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$2.34M 0.09%
48,577
+2,450
UBER icon
117
Uber
UBER
$192B
$2.34M 0.09%
25,071
-50
GILD icon
118
Gilead Sciences
GILD
$152B
$2.33M 0.09%
21,026
-9,389
XEL icon
119
Xcel Energy
XEL
$48B
$2.32M 0.09%
34,127
-1,050
ETN icon
120
Eaton
ETN
$145B
$2.27M 0.08%
6,349
-743
VUG icon
121
Vanguard Growth ETF
VUG
$195B
$2.26M 0.08%
5,162
+189
BTI icon
122
British American Tobacco
BTI
$112B
$2.21M 0.08%
+46,723
ZTS icon
123
Zoetis
ZTS
$63.8B
$2.19M 0.08%
14,031
-391
FAST icon
124
Fastenal
FAST
$48.7B
$2.18M 0.08%
51,898
-3,938
BSX icon
125
Boston Scientific
BSX
$147B
$2.17M 0.08%
20,218
+251
3 4
5
6 7