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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
% of AUM
97.38%
Top 10 Holdings %
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 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$11.7M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$9.22M |
| 3 |
Apple
AAPL
|
+$8.75M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$6.94M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
326
FT Vest US Equity Deep Buffer ETF December
DDEC
$432M
| $3.27K | ﹤0.01% |
+85
| New | +$3.2K |
2024 Q2
0 quarters
|
|
327
FT Vest US Equity Deep Buffer ETF November
DNOV
$400M
| $3.27K | ﹤0.01% |
+79
| New | +$3.21K |
2024 Q2
0 quarters
|
|
328
State Street Technology Select Sector SPDR ETF
XLK
$125B
| $3.17K | ﹤0.01% |
+28
| New | +$2.95K |
2024 Q2
0 quarters
|
|
329
ARK Blockchain & Fintech Innovation ETF
ARKF
$912M
| $3.12K | ﹤0.01% |
+112
| New | +$3.12K |
2024 Q2
0 quarters
|
|
330
Mastercard
MA
$540B
| $3.09K | ﹤0.01% |
+7
| New | +$3.19K |
2024 Q2
0 quarters
|
|
331
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $2.96K | ﹤0.01% |
+80
| New | +$3.06K |
2024 Q2
0 quarters
|
|
332
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.39B
| $2.77K | ﹤0.01% |
+116
| New | +$2.81K |
2024 Q2
0 quarters
|
|
333
State Street Energy Select Sector SPDR ETF
XLE
$42.8B
| $2.73K | ﹤0.01% |
+60
| New | +$2.79K |
2024 Q2
0 quarters
|
|
334
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $2.57K | ﹤0.01% |
+25
| New | +$2.54K |
2024 Q2
0 quarters
|
|
|
FCT
335
DELISTED
First Trust Senior Floating Rate Income Fund II
FCT
| $2.52K | ﹤0.01% |
+250
| New | +$2.57K |
2024 Q2
0 quarters
|
|
336
Tyler Technologies
TYL
$14.9B
| $2.51K | ﹤0.01% |
+5
| New | +$2.3K |
2024 Q2
0 quarters
|
|
337
BlackBerry
BB
$5.11B
| $2.49K | ﹤0.01% |
+1,005
| New | +$2.8K |
2024 Q2
0 quarters
|
|
338
iShares 7-10 Year Treasury Bond ETF
IEF
$41.7B
| $2.15K | ﹤0.01% |
+23
| New | +$2.14K |
2024 Q2
0 quarters
|
|
339
Franklin Income Equity Focus ETF
INCE
$360M
| $2.15K | ﹤0.01% |
+40
| New | +$2.13K |
2024 Q2
0 quarters
|
|
340
Arm
ARM
$261B
| $2.13K | ﹤0.01% |
+13
| New | +$1.62K |
2024 Q2
0 quarters
|
|
341
Wells Fargo
WFC
$248B
| $2.04K | ﹤0.01% |
+34
| New | +$2.01K |
2024 Q2
0 quarters
|
|
342
AMC Entertainment Holdings
AMC
$2.7B
| $1.87K | ﹤0.01% |
+375
| New | +$1.51K |
2024 Q2
0 quarters
|
|
343
TJX Companies
TJX
$159B
| $1.76K | ﹤0.01% |
+16
| New | +$1.61K |
2024 Q2
0 quarters
|
|
344
iShares Global Infrastructure ETF
IGF
$10.5B
| $1.73K | ﹤0.01% |
+36
| New | +$1.75K |
2024 Q2
0 quarters
|
|
345
First Majestic Silver
AG
$7.93B
| $1.7K | ﹤0.01% |
+287
| New | +$1.99K |
2024 Q2
0 quarters
|
|
346
Dell
DELL
$301B
| $1.66K | ﹤0.01% |
+12
| New | +$1.61K |
2024 Q2
0 quarters
|
|
347
Global X Funds Global X HealthTech ETF
HEAL
$31.9M
| $1.63K | ﹤0.01% |
+62
| New | +$1.69K |
2024 Q2
0 quarters
|
|
348
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.86B
| $1.61K | ﹤0.01% |
+36
| New | +$1.54K |
2024 Q2
0 quarters
|
|
349
Occidental Petroleum Corp Warrants
OXY.WS
$36.4B
| $1.52K | ﹤0.01% |
+37
| New | +$1.56K |
2024 Q2
0 quarters
|
|
350
Otis Worldwide
OTIS
$26.8B
| $1.44K | ﹤0.01% |
+15
| New | +$1.45K |
2024 Q2
0 quarters
|
|
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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.