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
301
$8.97K 0.01%
+154
302
$8.81K 0.01%
+23
303
$8.73K 0.01%
+324
304
$8.33K 0.01%
+15
305
$8.29K 0.01%
+15
306
$8.16K 0.01%
+20
307
$7.58K 0.01%
+50
308
$7.2K ﹤0.01%
+150
309
$7.07K ﹤0.01%
+464
310
$6.93K ﹤0.01%
+31
311
$6.54K ﹤0.01%
+132
312
$6.45K ﹤0.01%
+272
313
$5.68K ﹤0.01%
+28
314
$5.37K ﹤0.01%
+38
315
$5.26K ﹤0.01%
+60
316
$4.92K ﹤0.01%
+43
317
$4.65K ﹤0.01%
+138
318
$4.63K ﹤0.01%
+145
319
$4.61K ﹤0.01%
+144
320
$4.21K ﹤0.01%
+60
321
$3.91K ﹤0.01%
+166
322
$3.72K ﹤0.01%
+100
323
$3.62K ﹤0.01%
+76
324
$3.62K ﹤0.01%
+45
325
$3.54K ﹤0.01%
+476
11 12
13
14 15