CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
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

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
276
-100
277
-105
278
-80
279
-50
280
-1,371
281
-15
282
-1,029
283
-287
284
-10
285
-375
286
-500
287
-2
288
-60
289
-12
290
-112
291
-1,547
292
-1,974
293
-1,528
294
-183
295
-809
296
-13
297
-330
298
-754
299
-3,472
300
-6,689