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
251
$22.3K 0.02%
+33
252
$22.3K 0.02%
+795
253
$22K 0.02%
+80
254
$21.5K 0.01%
+743
255
$21.3K 0.01%
+487
256
$20.2K 0.01%
+330
257
$19.7K 0.01%
+841
258
$19.7K 0.01%
+839
259
$19.7K 0.01%
+792
260
$19.6K 0.01%
+808
261
$19.6K 0.01%
+634
262
$18.2K 0.01%
+60
263
$18.2K 0.01%
+252
264
$18K 0.01%
+105
265
$17.3K 0.01%
+100
266
$17K 0.01%
+267
267
$17K 0.01%
+133
268
$16.8K 0.01%
+85
269
$16.4K 0.01%
+77
270
$15.4K 0.01%
+341
271
$15.3K 0.01%
+322
272
$14.9K 0.01%
+75
273
$14.3K 0.01%
+183
274
$14.3K 0.01%
+300
275
$13.7K 0.01%
+385