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CB

Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+22.07%
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
–
Avg Time Held
0 years
Top 10 Avg Time Held
0 years
Top 20 Avg Time Held
0 years

Top Buys

Rank Stock Value
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 Morningstar Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.71%
2 Technology 9.82%
3 Industrials 2.18%
4 Consumer Staples 1.62%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SSO icon
276
ProShares Ultra S&P500
SSO
$8.94B
$13.6K 0.01%
+330
New +$12.7K
2024 Q2
0 quarters
BINC icon
277
BlackRock Flexible Income ETF
BINC
$16.5B
$13.6K 0.01%
+260
New +$13.5K
2024 Q2
0 quarters
PEP icon
278
PepsiCo
PEP
$175B
$13.2K 0.01%
+80
New +$13.8K
2024 Q2
0 quarters
V icon
279
Visa
V
$750B
$13.1K 0.01%
+50
New +$13.7K
2024 Q2
0 quarters
FBTC icon
280
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.3B
$13.1K 0.01%
+250
New +$14.3K
2024 Q2
0 quarters
EEM icon
281
iShares MSCI Emerging Markets ETF
EEM
$29.6B
$12.8K 0.01%
+300
New +$12.6K
2024 Q2
0 quarters
DVY icon
282
iShares Select Dividend ETF
DVY
$23B
$12.1K 0.01%
+100
New +$12.1K
2024 Q2
0 quarters
ARKX icon
283
ARK Space & Defense Innovation ETF
ARKX
$717M
$12.1K 0.01%
+809
New +$12.1K
2024 Q2
0 quarters
HD icon
284
Home Depot
HD
$308B
$12K 0.01%
+35
New +$11.9K
2024 Q2
0 quarters
ZM icon
285
Zoom
ZM
$28.7B
$11.8K 0.01%
+200
New +$12.3K
2024 Q2
0 quarters
GOOG icon
286
Alphabet (Google) Class C
GOOG
$4.22T
$11.7K 0.01%
+64
New +$10.9K
2024 Q2
0 quarters
IHI icon
287
iShares US Medical Devices ETF
IHI
$3.75B
$11.4K 0.01%
+204
New +$11.4K
2024 Q2
0 quarters
JIG icon
288
JPMorgan International Growth ETF
JIG
$531M
$11.4K 0.01%
+178
New +$11.1K
2024 Q2
0 quarters
DTH icon
289
WisdomTree International High Dividend Fund
DTH
$636M
$11.1K 0.01%
+290
New +$11.5K
2024 Q2
0 quarters
SRE icon
290
Sempra
SRE
$53.6B
$11.1K 0.01%
+146
New +$10.8K
2024 Q2
0 quarters
VLO icon
291
Valero Energy
VLO
$128B
$11K 0.01%
+70
New +$11.3K
2024 Q2
0 quarters
GEHC icon
292
GE HealthCare
GEHC
$31.8B
$10.9K 0.01%
+140
New +$11.4K
2024 Q2
0 quarters
ROST icon
293
Ross Stores
ROST
$75B
$10.5K 0.01%
+72
New +$9.96K
2024 Q2
0 quarters
BHP icon
294
BHP
BHP
$211B
$10.3K 0.01%
+181
New +$10.5K
2024 Q2
0 quarters
FMAY icon
295
FT Vest US Equity Buffer ETF May
FMAY
$1.47B
$10.2K 0.01%
+229
New +$10K
2024 Q2
0 quarters
BP icon
296
BP
BP
$125B
$10.1K 0.01%
+279
New +$10.5K
2024 Q2
0 quarters
EW icon
297
Edwards Lifesciences
EW
$50.8B
$10.1K 0.01%
+109
New +$9.65K
2024 Q2
0 quarters
IDXX icon
298
Idexx Laboratories
IDXX
$43.1B
$9.74K 0.01%
+20
New +$10K
2024 Q2
0 quarters
FTSL icon
299
First Trust Senior Loan Fund ETF
FTSL
$2.49B
$9.74K 0.01%
+213
New +$9.82K
2024 Q2
0 quarters
IFRA icon
300
iShares US Infrastructure ETF
IFRA
$3.98B
$9.01K 0.01%
+214
New +$9.2K
2024 Q2
0 quarters
10 11
12
13 14

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

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 Miscellaneous at 81% of assets, followed by Technology and Industrials.

  • 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.