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CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDEC icon
26
Innovator US Equity Buffer ETF December
BDEC
$222M
$2.47M 1.08%
51,423
+815
+2% +$40.3K
PAUG icon
27
Innovator US Equity Power Buffer ETF August
PAUG
$864M
$2.45M 1.07%
57,414
-7,195
-11% -$312K
PDEC icon
28
Innovator US Equity Power Buffer ETF December
PDEC
$991M
$2.42M 1.06%
56,985
-713
-1% -$30.9K
TSLA icon
29
Tesla
TSLA
$1.48T
$2.39M 1.04%
6,416
+947
+17% +$390K
UITB icon
30
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$2.23M 0.98%
47,487
+2,526
+6% +$120K
AGG icon
31
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.18M 0.95%
21,922
-3,916
-15% -$392K
IAPR icon
32
Innovator International Developed Power Buffer ETF April
IAPR
$202M
$1.94M 0.85%
61,193
+1,594
+3% +$49.8K
LMBS icon
33
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$1.92M 0.84%
38,556
+2,407
+7% +$121K
BALT icon
34
Innovator Defined Wealth Shield ETF
BALT
$2.67B
$1.69M 0.74%
50,416
-1,090
-2% -$36.7K
GAUG icon
35
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.67M 0.73%
43,175
+1,191
+3% +$46.8K
PNOV icon
36
Innovator US Equity Power Buffer ETF November
PNOV
$912M
$1.67M 0.73%
40,818
-1,249
-3% -$52.2K
BFEB icon
37
Innovator US Equity Buffer ETF February
BFEB
$255M
$1.65M 0.72%
34,488
+13,121
+61% +$643K
GFEB icon
38
FT Vest US Equity Moderate Buffer ETF February
GFEB
$384M
$1.58M 0.69%
38,426
+3,370
+10% +$141K
COST icon
39
Costco
COST
$406B
$1.42M 0.62%
1,421
-364
-20% -$355K
PMAR icon
40
Innovator US Equity Power Buffer ETF March
PMAR
$760M
$1.4M 0.61%
31,313
+2,970
+10% +$134K
PAPR icon
41
Innovator US Equity Power Buffer ETF April
PAPR
$955M
$1.32M 0.58%
33,073
+49
+0.1% +$1.93K
TFLO icon
42
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.28M 0.56%
25,273
-2,226
-8% -$113K
BMAR icon
43
Innovator US Equity Buffer ETF March
BMAR
$251M
$1.27M 0.55%
24,104
+3,742
+18% +$200K
GMAY icon
44
FT Vest US Equity Moderate Buffer ETF May
GMAY
$529M
$1.22M 0.54%
29,827
+1,366
+5% +$56.6K
PJAN icon
45
Innovator US Equity Power Buffer ETF January
PJAN
$1.47B
$1.2M 0.53%
26,008
+7,452
+40% +$350K
GMAR icon
46
FT Vest US Equity Moderate Buffer ETF March
GMAR
$396M
$1.17M 0.51%
28,113
+12,490
+80% +$515K
PJUL icon
47
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$1.15M 0.5%
25,051
-2,907
-10% -$135K
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$668B
$1.12M 0.49%
3,489
+723
+26% +$243K
NVDA icon
49
NVIDIA
NVDA
$5.15T
$1.06M 0.46%
6,073
+1,302
+27% +$239K
MSFT icon
50
Microsoft
MSFT
$2.94T
$947K 0.42%
2,559
-141
-5% -$59K
1
2
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