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
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.05M
3
+$1.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.22M

Top Sells

1
+$1.38M
2
+$1.1M
3
+$966K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$856K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDEC icon
26
Innovator US Equity Buffer ETF December
BDEC
$188M
$2.07M 1.04%
43,125
-7,333
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$135B
$1.98M 0.99%
19,738
-6,221
IAPR icon
28
Innovator International Developed Power Buffer ETF April
IAPR
$230M
$1.74M 0.87%
58,021
-1,233
UITB icon
29
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.68B
$1.74M 0.87%
36,587
+14,053
PDEC icon
30
Innovator US Equity Power Buffer ETF December
PDEC
$874M
$1.74M 0.87%
41,330
-8,793
COST icon
31
Costco
COST
$405B
$1.71M 0.86%
1,851
+9
BALT icon
32
Innovator Defined Wealth Shield ETF
BALT
$2.19B
$1.66M 0.83%
50,641
-5,529
GAUG icon
33
FT Vest US Equity Moderate Buffer ETF August
GAUG
$308M
$1.58M 0.79%
40,908
-1,081
JAAA icon
34
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$1.57M 0.78%
30,825
-8,322
LMBS icon
35
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.64B
$1.46M 0.73%
29,404
+10,997
PJUL icon
36
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$1.45M 0.72%
31,713
+4,897
GFEB icon
37
FT Vest US Equity Moderate Buffer ETF February
GFEB
$301M
$1.4M 0.7%
34,582
-963
BFEB icon
38
Innovator US Equity Buffer ETF February
BFEB
$163M
$1.3M 0.65%
27,468
-510
TFLO icon
39
iShares Treasury Floating Rate Bond ETF
TFLO
$6.53B
$1.29M 0.65%
25,496
-7,052
MSFT icon
40
Microsoft
MSFT
$3.66T
$1.27M 0.64%
2,454
-474
PAPR icon
41
Innovator US Equity Power Buffer ETF April
PAPR
$785M
$1.25M 0.63%
32,573
-11,899
PMAR icon
42
Innovator US Equity Power Buffer ETF March
PMAR
$615M
$1.24M 0.62%
28,188
-6,477
GMAY icon
43
FT Vest US Equity Moderate Buffer ETF May
GMAY
$305M
$1.14M 0.57%
28,084
-829
BMAR icon
44
Innovator US Equity Buffer ETF March
BMAR
$180M
$1.09M 0.55%
21,127
-5,810
INTU icon
45
Intuit
INTU
$176B
$1.05M 0.53%
1,535
+6
BSEP icon
46
Innovator US Equity Buffer ETF September
BSEP
$245M
$914K 0.46%
+18,923
ALL icon
47
Allstate
ALL
$55.7B
$894K 0.45%
4,166
PNOV icon
48
Innovator US Equity Power Buffer ETF November
PNOV
$974M
$853K 0.43%
20,773
-8
FBND icon
49
Fidelity Total Bond ETF
FBND
$22.8B
$845K 0.42%
18,276
-5,263
PJAN icon
50
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$833K 0.42%
18,197
-6,282
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