CB

Chris Bulman Portfolio holdings

AUM $200M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.09M
3
+$978K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$925K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$798K

Top Sells

1
+$1.15M
2
+$939K
3
+$783K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$581K
5
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$496K

Sector Composition

1 Technology 9.85%
2 Industrials 1.51%
3 Consumer Discretionary 1.39%
4 Consumer Staples 1.34%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-511
402
– –
-12
403
– –
-1,759
404
– –
-45
405
– –
-279
406
– –
-433
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