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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
97.38%
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–

Top Buys

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$11.7M
2
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.22M
3
AAPL icon
Apple
AAPL
+$8.75M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DAUG icon
226
FT Vest US Equity Deep Buffer ETF August
DAUG
$368M
$38.2K 0.03%
+1,008
New +$37.6K
ARKG icon
227
ARK Genomic Revolution ETF
ARKG
$1.61B
$36.3K 0.02%
+1,547
New +$39K
KNG icon
228
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.41B
$35.5K 0.02%
+702
New +$36.3K
JMST icon
229
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$35.1K 0.02%
+691
New +$35K
CP icon
230
Canadian Pacific Kansas City
CP
$82.7B
$34.6K 0.02%
+440
New +$35.8K
CNC icon
231
Centene
CNC
$32.6B
$33.1K 0.02%
+500
New +$36.4K
IDU icon
232
iShares US Utilities ETF
IDU
$1.38B
$32.6K 0.02%
+371
New +$32.6K
FJUN icon
233
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$32.4K 0.02%
+670
New +$31.7K
BJAN icon
234
Innovator US Equity Buffer ETF January
BJAN
$390M
$32.4K 0.02%
+719
New +$31.5K
XDJA
235
DELISTED
Innovator U.S. Equity Accelerated ETF - January
XDJA
$32.1K 0.02%
+1,181
New +$31.2K
GFEB icon
236
FT Vest US Equity Moderate Buffer ETF February
GFEB
$382M
$32K 0.02%
+904
New +$31.3K
MBB icon
237
iShares MBS ETF
MBB
$39.3B
$31.5K 0.02%
+343
New +$31.2K
MDY icon
238
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$30.5K 0.02%
+57
New +$30.6K
FND icon
239
Floor & Decor
FND
$6.2B
$30K 0.02%
+302
New +$34.7K
SNPS icon
240
Synopsys
SNPS
$72B
$29.8K 0.02%
+50
New +$28.3K
HTO
241
H2O America
HTO
$2.71B
$29.7K 0.02%
+548
New +$30K
GLD icon
242
SPDR Gold Trust
GLD
$130B
$29K 0.02%
+135
New +$29.2K
IEMG icon
243
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$27.1K 0.02%
+507
New +$26.7K
YMAR icon
244
FT Vest International Equity Moderate Buffer ETF March
YMAR
$159M
$26.6K 0.02%
+1,146
New +$26.5K
RYLD icon
245
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$26.3K 0.02%
+1,639
New +$26.8K
VYM icon
246
Vanguard High Dividend Yield ETF
VYM
$80.1B
$25.9K 0.02%
+218
New +$25.9K
BNDX icon
247
Vanguard Total International Bond ETF
BNDX
$82.2B
$24.9K 0.02%
+511
New +$24.9K
TLT icon
248
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$23.1K 0.02%
+251
New +$22.9K
EMXC icon
249
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$22.9K 0.02%
+387
New +$22.3K
EFV icon
250
iShares MSCI EAFE Value ETF
EFV
$26B
$22.8K 0.02%
+430
New +$23.4K
8 9
10
11 12

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Chris Bulman's Q2 2024 Portfolio in Review

Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.

Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Industrials and Consumer Staples.

  • Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
  • Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
  • Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.

Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.