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CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$989B
$17.4M 7.64%
29,182
+492
+2% +$308K
RDVY icon
2
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$14.7M 6.44%
215,268
+26,598
+14% +$1.89M
QQQ icon
3
Invesco QQQ Trust
QQQ
$481B
$13.2M 5.77%
22,824
-4,269
-16% -$2.59M
AAPL icon
4
Apple
AAPL
$4.81T
$11.5M 5.02%
45,117
-1,945
-4% -$506K
BUFR icon
5
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$7.74M 3.39%
229,098
+3,618
+2% +$124K
PJUN icon
6
Innovator US Equity Power Buffer ETF June
PJUN
$954M
$6.71M 2.94%
160,310
+3,751
+2% +$158K
AVEM icon
7
Avantis Emerging Markets Equity ETF
AVEM
$25.3B
$6.33M 2.77%
78,557
+5,959
+8% +$495K
VIG icon
8
Vanguard Dividend Appreciation ETF
VIG
$110B
$5.7M 2.5%
26,513
-1,345
-5% -$300K
SDVY icon
9
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$5.47M 2.4%
138,692
+27,022
+24% +$1.1M
SCHD icon
10
Schwab US Dividend Equity ETF
SCHD
$98.3B
$5.47M 2.4%
178,248
+18,629
+12% +$565K
VTV icon
11
Vanguard Value ETF
VTV
$186B
$5.28M 2.31%
26,921
-2,156
-7% -$432K
WCMI
12
First Trust WCM International Equity ETF
WCMI
$1.66B
$4.83M 2.11%
+287,768
New +$5.08M
VB icon
13
Vanguard Small-Cap ETF
VB
$80B
$4.79M 2.1%
18,281
-390
-2% -$106K
VUG icon
14
Vanguard Growth ETF
VUG
$227B
$4.7M 2.06%
64,602
-3,846
-6% -$299K
FICS icon
15
First Trust International Developed Capital Strength ETF
FICS
$217M
$4.21M 1.84%
107,829
-74,306
-41% -$3M
SPHD icon
16
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$3.64M 1.59%
+73,280
New +$3.69M
DBEF icon
17
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.09B
$3.61M 1.58%
73,008
+10,005
+16% +$501K
BIV icon
18
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$3.35M 1.47%
43,420
+2,406
+6% +$187K
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$188B
$3.2M 1.4%
35,387
-2,698
-7% -$252K
POCT icon
20
Innovator US Equity Power Buffer ETF October
POCT
$968M
$2.94M 1.29%
68,288
-535
-0.8% -$23.5K
PSEP icon
21
Innovator US Equity Power Buffer ETF September
PSEP
$848M
$2.91M 1.27%
67,523
-7,054
-9% -$309K
PFEB icon
22
Innovator US Equity Power Buffer ETF February
PFEB
$923M
$2.85M 1.25%
71,175
+7,199
+11% +$294K
PMAY icon
23
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$2.82M 1.24%
70,594
+637
+0.9% +$25.4K
IEMG icon
24
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$2.68M 1.17%
38,426
-2,861
-7% -$206K
IWM icon
25
iShares Russell 2000 ETF
IWM
$82.7B
$2.51M 1.1%
10,124
-924
-8% -$238K
1
2 3 4 5

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