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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
ESGE icon
351
iShares ESG Aware MSCI EM ETF
ESGE
$6.47B
$1.41K ﹤0.01%
+42
New +$1.38K
GTX icon
352
Garrett Motion
GTX
$5.95B
$1.31K ﹤0.01%
+153
New +$1.41K
QFLR icon
353
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$527M
$1.23K ﹤0.01%
+45
New +$1.18K
XYL icon
354
Xylem
XYL
$29.2B
$1.08K ﹤0.01%
+8
New +$1.09K
WDS icon
355
Woodside Energy
WDS
$41.3B
$1.05K ﹤0.01%
+56
New +$1.04K
LCID icon
356
Lucid Motors
LCID
$2.87B
$1.04K ﹤0.01%
+40
New +$1.07K
PCG icon
357
PG&E
PCG
$38.1B
$1.03K ﹤0.01%
+59
New +$1.04K
GSK icon
358
GSK
GSK
$104B
$1K ﹤0.01%
+26
New +$1.09K
AGCO icon
359
AGCO
AGCO
$8.35B
$979 ﹤0.01%
+10
New +$1.11K
AOA icon
360
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$897 ﹤0.01%
+12
New +$877
SHW icon
361
Sherwin-Williams
SHW
$81.7B
$895 ﹤0.01%
+3
New +$928
TREX icon
362
Trex
TREX
$4.69B
$815 ﹤0.01%
+11
New +$962
ECL icon
363
Ecolab
ECL
$76.8B
$714 ﹤0.01%
+3
New +$693
AMGN icon
364
Amgen
AMGN
$198B
$625 ﹤0.01%
+2
New +$588
TWLO icon
365
Twilio
TWLO
$31.4B
$625 ﹤0.01%
+11
New +$649
SPSM icon
366
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$623 ﹤0.01%
+15
New +$625
PLTR icon
367
Palantir
PLTR
$317B
$422 ﹤0.01%
+17
New +$383
BNO icon
368
United States Brent Oil Fund
BNO
$755M
$387 ﹤0.01%
+12
New +$379
C icon
369
Citigroup
C
$217B
$381 ﹤0.01%
+6
New +$370
IRM icon
370
Iron Mountain
IRM
$36.8B
$358 ﹤0.01%
+4
New +$324
ORI icon
371
Old Republic International
ORI
$10.3B
$340 ﹤0.01%
+11
New +$337
EMN icon
372
Eastman Chemical
EMN
$7.84B
$294 ﹤0.01%
+3
New +$298
PYPL icon
373
PayPal
PYPL
$49.9B
$290 ﹤0.01%
+5
New +$318
CLX icon
374
Clorox
CLX
$11.6B
$273 ﹤0.01%
+2
New +$278
HLN icon
375
Haleon
HLN
$44.5B
$273 ﹤0.01%
+33
New +$276
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.