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
326
$3.27K ﹤0.01%
+85
327
$3.27K ﹤0.01%
+79
328
$3.17K ﹤0.01%
+14
329
$3.12K ﹤0.01%
+112
330
$3.09K ﹤0.01%
+7
331
$2.96K ﹤0.01%
+80
332
$2.77K ﹤0.01%
+116
333
$2.73K ﹤0.01%
+30
334
$2.57K ﹤0.01%
+25
335
$2.52K ﹤0.01%
+250
336
$2.51K ﹤0.01%
+5
337
$2.49K ﹤0.01%
+1,005
338
$2.15K ﹤0.01%
+40
339
$2.15K ﹤0.01%
+23
340
$2.13K ﹤0.01%
+13
341
$2.04K ﹤0.01%
+34
342
$1.87K ﹤0.01%
+375
343
$1.76K ﹤0.01%
+16
344
$1.73K ﹤0.01%
+36
345
$1.7K ﹤0.01%
+287
346
$1.66K ﹤0.01%
+12
347
$1.63K ﹤0.01%
+62
348
$1.61K ﹤0.01%
+36
349
$1.52K ﹤0.01%
+37
350
$1.44K ﹤0.01%
+15
12 13
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