CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.88M
3 +$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

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
226
$38.2K 0.03%
+1,008
227
$36.3K 0.02%
+1,547
228
$35.5K 0.02%
+702
229
$35.1K 0.02%
+691
230
$34.6K 0.02%
+440
231
$33.1K 0.02%
+500
232
$32.6K 0.02%
+371
233
$32.4K 0.02%
+670
234
$32.4K 0.02%
+719
235
$32.1K 0.02%
+1,181
236
$32K 0.02%
+904
237
$31.5K 0.02%
+343
238
$30.5K 0.02%
+57
239
$30K 0.02%
+302
240
$29.8K 0.02%
+50
241
$29.7K 0.02%
+548
242
$29K 0.02%
+135
243
$27.1K 0.02%
+507
244
$26.6K 0.02%
+1,146
245
$26.3K 0.02%
+1,639
246
$25.9K 0.02%
+218
247
$24.9K 0.02%
+511
248
$23.1K 0.02%
+251
249
$22.9K 0.02%
+387
250
$22.8K 0.02%
+430