We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+16.59%
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
–

Top Buys

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 Small-Cap ETF
VB
+$4.84M

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
DDEC icon
326
FT Vest US Equity Deep Buffer ETF December
DDEC
$427M
$3.27K ﹤0.01%
+85
New +$3.2K
DNOV icon
327
FT Vest US Equity Deep Buffer ETF November
DNOV
$395M
$3.27K ﹤0.01%
+79
New +$3.21K
XLK icon
328
State Street Technology Select Sector SPDR ETF
XLK
$114B
$3.17K ﹤0.01%
+28
New +$2.95K
ARKF icon
329
ARK Blockchain & Fintech Innovation ETF
ARKF
$748M
$3.12K ﹤0.01%
+112
New +$3.12K
MA icon
330
Mastercard
MA
$480B
$3.09K ﹤0.01%
+7
New +$3.19K
PAVE icon
331
Global X US Infrastructure Development ETF
PAVE
$13.9B
$2.96K ﹤0.01%
+80
New +$3.06K
FTGC icon
332
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.91B
$2.77K ﹤0.01%
+116
New +$2.81K
XLE icon
333
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$2.73K ﹤0.01%
+60
New +$2.79K
TLH icon
334
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.57K ﹤0.01%
+25
New +$2.54K
FCT
335
First Trust Senior Floating Rate Income Fund II
FCT
$249M
$2.52K ﹤0.01%
+250
New +$2.57K
TYL icon
336
Tyler Technologies
TYL
$13.1B
$2.51K ﹤0.01%
+5
New +$2.3K
BB icon
337
BlackBerry
BB
$5.27B
$2.49K ﹤0.01%
+1,005
New +$2.8K
IEF icon
338
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$2.15K ﹤0.01%
+23
New +$2.14K
INCE
339
Franklin Income Equity Focus ETF
INCE
$131M
$2.15K ﹤0.01%
+40
New +$2.13K
ARM icon
340
Arm
ARM
$285B
$2.13K ﹤0.01%
+13
New +$1.62K
WFC icon
341
Wells Fargo
WFC
$265B
$2.04K ﹤0.01%
+34
New +$2.01K
AMC icon
342
AMC Entertainment Holdings
AMC
$1.73B
$1.87K ﹤0.01%
+375
New +$1.51K
TJX icon
343
TJX Companies
TJX
$171B
$1.76K ﹤0.01%
+16
New +$1.61K
IGF icon
344
iShares Global Infrastructure ETF
IGF
$10.9B
$1.73K ﹤0.01%
+36
New +$1.75K
AG icon
345
First Majestic Silver
AG
$7.81B
$1.7K ﹤0.01%
+287
New +$1.99K
DELL icon
346
Dell
DELL
$256B
$1.66K ﹤0.01%
+12
New +$1.61K
HEAL
347
Global X Funds Global X HealthTech ETF
HEAL
$29.1M
$1.63K ﹤0.01%
+62
New +$1.69K
SPYX icon
348
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.74B
$1.61K ﹤0.01%
+36
New +$1.54K
OXY.WS icon
349
Occidental Petroleum Corp Warrants
OXY.WS
$31B
$1.52K ﹤0.01%
+37
New +$1.56K
OTIS icon
350
Otis Worldwide
OTIS
$28.2B
$1.44K ﹤0.01%
+15
New +$1.45K
12 13
14
15 16

Similar funds

CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
Allie Family Office Miami, Florida $228M AUM 17.95% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 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 Technology at 9.8% of assets, followed by Industrials and Consumer Staples.

  • 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.