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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
VTRS icon
376
Viatris
VTRS
$20.1B
$255 ﹤0.01%
+24
New +$265
ESGD icon
377
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$236 ﹤0.01%
+3
New +$238
FVRR icon
378
Fiverr
FVRR
$408M
$234 ﹤0.01%
+10
New +$225
DAR icon
379
Darling Ingredients
DAR
$9.94B
$221 ﹤0.01%
+6
New +$249
EL icon
380
Estee Lauder
EL
$29.8B
$213 ﹤0.01%
+2
New +$262
USIG icon
381
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$201 ﹤0.01%
+4
New +$200
WBA
382
DELISTED
Walgreens Boots Alliance
WBA
$181 ﹤0.01%
+15
New +$254
NOK icon
383
Nokia
NOK
$57.2B
$174 ﹤0.01%
+46
New +$170
LTC
384
LTC Properties
LTC
$2.12B
$173 ﹤0.01%
+5
New +$167
TLRY icon
385
Tilray
TLRY
$533M
$134 ﹤0.01%
+8
New +$154
JD icon
386
JD.com
JD
$40.2B
$129 ﹤0.01%
+5
New +$147
CLOV icon
387
Clover Health Investments
CLOV
$2.41B
$123 ﹤0.01%
+100
New +$90
SNAP icon
388
Snap
SNAP
$7.64B
$109 ﹤0.01%
+7
New +$100
FATE icon
389
Fate Therapeutics
FATE
$332M
$33 ﹤0.01%
+10
New +$44
OCGN icon
390
Ocugen
OCGN
$460M
$20 ﹤0.01%
+13
New +$20
SNDL icon
391
Sundial Growers
SNDL
$333M
$19 ﹤0.01%
+10
New +$21
GME icon
392
GameStop
GME
$9.83B
– –
0
– –
CENN icon
393
Cenntro
CENN
$8.16M
– –
0
– –
12 13 14 15
16

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MPCL
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FPN
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USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
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APSI
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HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
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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 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.