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Chris Bulman Portfolio holdings

AUM $274M
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
–

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
IJAN icon
26
Innovator International Developed Power Buffer ETF January
IJAN
$263M
$1.23M 0.84%
+39,125
New +$1.22M
PSEP icon
27
Innovator US Equity Power Buffer ETF September
PSEP
$817M
$1.22M 0.83%
+32,487
New +$1.19M
NVDA icon
28
NVIDIA
NVDA
$5.25T
$1.2M 0.82%
+9,739
New +$985K
GAUG icon
29
FT Vest US Equity Moderate Buffer ETF August
GAUG
$295M
$1.19M 0.81%
+35,243
New +$1.17M
PDEC icon
30
Innovator US Equity Power Buffer ETF December
PDEC
$998M
$1.15M 0.79%
+30,616
New +$1.13M
PAUG icon
31
Innovator US Equity Power Buffer ETF August
PAUG
$1B
$1.14M 0.78%
+31,303
New +$1.12M
PMAR icon
32
Innovator US Equity Power Buffer ETF March
PMAR
$772M
$1.11M 0.76%
+29,268
New +$1.08M
MSFT icon
33
Microsoft
MSFT
$3.81T
$1.1M 0.75%
+2,470
New +$1.04M
PJUL icon
34
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
$1.09M 0.75%
+28,130
New +$1.08M
NJUL icon
35
Innovator Growth-100 Power Buffer ETF July
NJUL
$273M
$1.03M 0.7%
+17,277
New +$1.01M
FBND icon
36
Fidelity Total Bond ETF
FBND
$28B
$993K 0.68%
+22,094
New +$990K
INTU icon
37
Intuit
INTU
$97.9B
$988K 0.68%
+1,503
New +$932K
USMV icon
38
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$928K 0.63%
+11,054
New +$911K
PAPR icon
39
Innovator US Equity Power Buffer ETF April
PAPR
$963M
$837K 0.57%
+24,159
New +$814K
BAMG icon
40
Brookstone Growth Stock ETF
BAMG
$129M
$759K 0.52%
+24,364
New +$727K
SPYG icon
41
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$739K 0.51%
+9,224
New +$689K
PNOV icon
42
Innovator US Equity Power Buffer ETF November
PNOV
$896M
$722K 0.49%
+19,888
New +$713K
BAMD icon
43
Brookstone Dividend Stock ETF
BAMD
$101M
$718K 0.49%
+24,781
New +$712K
TSLA icon
44
Tesla
TSLA
$1.38T
$711K 0.49%
+3,595
New +$628K
BAMV icon
45
Brookstone Value Stock ETF
BAMV
$111M
$710K 0.49%
+24,423
New +$718K
IVV icon
46
iShares Core S&P 500 ETF
IVV
$898B
$691K 0.47%
+1,262
New +$664K
ALL icon
47
Allstate
ALL
$65.9B
$665K 0.45%
+4,166
New +$695K
BFEB icon
48
Innovator US Equity Buffer ETF February
BFEB
$263M
$640K 0.44%
+15,741
New +$622K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$1.03T
$633K 0.43%
+1,266
New +$609K
HON icon
50
Honeywell
HON
$68.9B
$624K 0.43%
+3,099
New +$590K
1
2
3 4 5

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MFP
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JCFM
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CCM
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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

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.