CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.09M
3
+$978K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$925K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$798K

Top Sells

1
+$1.15M
2
+$939K
3
+$783K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$581K
5
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$496K

Sector Composition

1 Technology 9.85%
2 Industrials 1.51%
3 Consumer Discretionary 1.39%
4 Consumer Staples 1.34%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-45
227
– –
-2,427
228
– –
-85
229
– –
-418
230
– –
-3,056
231
– –
-100
232
– –
-464
233
– –
-80
234
– –
-72
235
– –
-388
236
– –
-687
237
– –
-1,639
238
– –
-272
239
– –
-3
240
– –
-700
241
– –
-548
242
– –
-7
243
– –
-10
244
– –
-50
245
– –
-7,958
246
– –
-7,704
247
– –
-15
248
– –
-36
249
– –
-146
250
– –
-330
8 9
10
11 12