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
376
$255 ﹤0.01%
+24
377
$236 ﹤0.01%
+3
378
$234 ﹤0.01%
+10
379
$221 ﹤0.01%
+6
380
$213 ﹤0.01%
+2
381
$201 ﹤0.01%
+4
382
$181 ﹤0.01%
+15
383
$174 ﹤0.01%
+46
384
$173 ﹤0.01%
+5
385
$134 ﹤0.01%
+81
386
$129 ﹤0.01%
+5
387
$123 ﹤0.01%
+100
388
$109 ﹤0.01%
+7
389
$33 ﹤0.01%
+10
390
$20 ﹤0.01%
+13
391
$19 ﹤0.01%
+10
392
– –
0
393
$1 ﹤0.01%
+1
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