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
276
$13.6K 0.01%
+165
277
$13.6K 0.01%
+260
278
$13.2K 0.01%
+80
279
$13.1K 0.01%
+50
280
$13.1K 0.01%
+250
281
$12.8K 0.01%
+300
282
$12.1K 0.01%
+100
283
$12.1K 0.01%
+809
284
$12K 0.01%
+35
285
$11.8K 0.01%
+200
286
$11.7K 0.01%
+64
287
$11.4K 0.01%
+204
288
$11.4K 0.01%
+178
289
$11.1K 0.01%
+290
290
$11.1K 0.01%
+146
291
$11K 0.01%
+70
292
$10.9K 0.01%
+140
293
$10.5K 0.01%
+72
294
$10.3K 0.01%
+181
295
$10.2K 0.01%
+229
296
$10.1K 0.01%
+279
297
$10.1K 0.01%
+109
298
$9.74K 0.01%
+20
299
$9.74K 0.01%
+213
300
$9.01K 0.01%
+214