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
351
$1.41K ﹤0.01%
+42
352
$1.31K ﹤0.01%
+153
353
$1.23K ﹤0.01%
+45
354
$1.08K ﹤0.01%
+8
355
$1.05K ﹤0.01%
+56
356
$1.04K ﹤0.01%
+40
357
$1.03K ﹤0.01%
+59
358
$1K ﹤0.01%
+26
359
$979 ﹤0.01%
+10
360
$897 ﹤0.01%
+12
361
$895 ﹤0.01%
+3
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+11
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$625 ﹤0.01%
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365
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366
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367
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368
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369
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370
$358 ﹤0.01%
+4
371
$340 ﹤0.01%
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372
$294 ﹤0.01%
+3
373
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+5
374
$273 ﹤0.01%
+2
375
$273 ﹤0.01%
+33
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