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Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+22.07%
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
–
Avg Time Held
0 years
Top 10 Avg Time Held
0 years
Top 20 Avg Time Held
0 years

Top Buys

Rank Stock Value
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 Morningstar Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.71%
2 Technology 9.82%
3 Industrials 2.18%
4 Consumer Staples 1.62%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VTRS icon
376
Viatris
VTRS
$20.9B
$255 ﹤0.01%
+24
New +$265
2024 Q2
0 quarters
ESGD icon
377
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
$236 ﹤0.01%
+3
New +$238
2024 Q2
0 quarters
FVRR icon
378
Fiverr
FVRR
$319M
$234 ﹤0.01%
+10
New +$225
2024 Q2
0 quarters
DAR icon
379
Darling Ingredients
DAR
$9.61B
$221 ﹤0.01%
+6
New +$249
2024 Q2
0 quarters
EL icon
380
Estee Lauder
EL
$38.8B
$213 ﹤0.01%
+2
New +$262
2024 Q2
0 quarters
USIG icon
381
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.7B
$201 ﹤0.01%
+4
New +$200
2024 Q2
0 quarters
WBA icon
382
DELISTED
Walgreens Boots Alliance
WBA
$181 ﹤0.01%
+15
New +$254
2024 Q2
0 quarters
NOK icon
383
Nokia
NOK
$53.6B
$174 ﹤0.01%
+46
New +$170
2024 Q2
0 quarters
LTC icon
384
LTC Properties
LTC
$2.34B
$173 ﹤0.01%
+5
New +$167
2024 Q2
0 quarters
TLRY icon
385
Tilray
TLRY
$474M
$134 ﹤0.01%
+8
New +$154
2024 Q2
0 quarters
JD icon
386
JD.com
JD
$37B
$129 ﹤0.01%
+5
New +$147
2024 Q2
0 quarters
CLOV icon
387
Clover Health Investments
CLOV
$2.49B
$123 ﹤0.01%
+100
New +$90
2024 Q2
0 quarters
SNAP icon
388
Snap
SNAP
$10.9B
$109 ﹤0.01%
+7
New +$100
2024 Q2
0 quarters
FATE icon
389
Fate Therapeutics
FATE
$231M
$33 ﹤0.01%
+10
New +$44
2024 Q2
0 quarters
OCGN icon
390
Ocugen
OCGN
$276M
$20 ﹤0.01%
+13
New +$20
2024 Q2
0 quarters
SNDL icon
391
Sundial Growers
SNDL
$298M
$19 ﹤0.01%
+10
New +$21
2024 Q2
0 quarters
GME icon
392
GameStop
GME
$14.1B
– –
0
– –
2024 Q2
0 quarters
CENN icon
393
Cenntro
CENN
$7.74M
– –
0
– –
2024 Q2
0 quarters
12 13 14 15
16

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 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 Miscellaneous at 81% of assets, followed by Technology and Industrials.

  • 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.