CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.25M
3
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

1
+$1.6M
2
+$1.57M
3
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDEC icon
26
Innovator US Equity Buffer ETF December
BDEC
$243M
$2.51M 1.11%
50,608
+7,483
PDEC icon
27
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
$2.5M 1.11%
57,698
+16,368
TSLA icon
28
Tesla
TSLA
$1.51T
$2.46M 1.09%
5,469
+14
UITB icon
29
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.69B
$2.13M 0.94%
44,961
+8,374
IAPR icon
30
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$1.84M 0.81%
59,599
+1,578
LMBS icon
31
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.96B
$1.81M 0.8%
36,149
+6,745
PNOV icon
32
Innovator US Equity Power Buffer ETF November
PNOV
$958M
$1.76M 0.78%
42,067
+21,294
BALT icon
33
Innovator Defined Wealth Shield ETF
BALT
$2.17B
$1.73M 0.76%
51,506
+865
GAUG icon
34
FT Vest US Equity Moderate Buffer ETF August
GAUG
$303M
$1.65M 0.73%
41,984
+1,076
COST icon
35
Costco
COST
$449B
$1.54M 0.68%
1,785
-66
GFEB icon
36
FT Vest US Equity Moderate Buffer ETF February
GFEB
$299M
$1.46M 0.64%
35,056
+474
TFLO icon
37
iShares Treasury Floating Rate Bond ETF
TFLO
$6.42B
$1.39M 0.61%
27,499
+2,003
MSFT icon
38
Microsoft
MSFT
$2.92T
$1.31M 0.58%
2,700
+246
PJUL icon
39
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$1.3M 0.57%
27,958
-3,755
PAPR icon
40
Innovator US Equity Power Buffer ETF April
PAPR
$773M
$1.29M 0.57%
33,024
+451
PMAR icon
41
Innovator US Equity Power Buffer ETF March
PMAR
$608M
$1.27M 0.56%
28,343
+155
GMAY icon
42
FT Vest US Equity Moderate Buffer ETF May
GMAY
$303M
$1.18M 0.52%
28,461
+377
BMAR icon
43
Innovator US Equity Buffer ETF March
BMAR
$182M
$1.08M 0.48%
20,362
-765
BFEB icon
44
Innovator US Equity Buffer ETF February
BFEB
$192M
$1.04M 0.46%
21,367
-6,101
INTU icon
45
Intuit
INTU
$114B
$1.03M 0.46%
1,557
+22
BSEP icon
46
Innovator US Equity Buffer ETF September
BSEP
$236M
$993K 0.44%
20,154
+1,231
FBND icon
47
Fidelity Total Bond ETF
FBND
$24.7B
$960K 0.42%
20,854
+2,578
IBTH icon
48
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.05B
$952K 0.42%
+42,363
IBTJ icon
49
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.2B
$949K 0.42%
+43,267
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$582B
$927K 0.41%
2,766
+1,018
1
2
3 4 5