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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
+3.31%
1 Year Est. Return
+16.59%
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

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 Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJAN icon
26
Innovator International Developed Power Buffer ETF January
IJAN
$257M
$1.23M 0.84%
+39,125
New +$1.22M
PSEP icon
27
Innovator US Equity Power Buffer ETF September
PSEP
$848M
$1.22M 0.83%
+32,487
New +$1.19M
NVDA icon
28
NVIDIA
NVDA
$5.15T
$1.2M 0.82%
+9,739
New +$985K
GAUG icon
29
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.19M 0.81%
+35,243
New +$1.17M
PDEC icon
30
Innovator US Equity Power Buffer ETF December
PDEC
$991M
$1.15M 0.79%
+30,616
New +$1.13M
PAUG icon
31
Innovator US Equity Power Buffer ETF August
PAUG
$864M
$1.14M 0.78%
+31,303
New +$1.12M
PMAR icon
32
Innovator US Equity Power Buffer ETF March
PMAR
$760M
$1.11M 0.76%
+29,268
New +$1.08M
MSFT icon
33
Microsoft
MSFT
$2.94T
$1.1M 0.75%
+2,470
New +$1.04M
PJUL icon
34
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$1.09M 0.75%
+28,130
New +$1.08M
NJUL icon
35
Innovator Growth-100 Power Buffer ETF July
NJUL
$239M
$1.03M 0.7%
+17,277
New +$1.01M
FBND icon
36
Fidelity Total Bond ETF
FBND
$26.9B
$993K 0.68%
+22,094
New +$990K
INTU icon
37
Intuit
INTU
$76.5B
$988K 0.68%
+1,503
New +$932K
USMV icon
38
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$928K 0.63%
+11,054
New +$911K
PAPR icon
39
Innovator US Equity Power Buffer ETF April
PAPR
$955M
$837K 0.57%
+24,159
New +$814K
BAMG icon
40
Brookstone Growth Stock ETF
BAMG
$136M
$759K 0.52%
+24,364
New +$727K
SPYG icon
41
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
$739K 0.51%
+9,224
New +$689K
PNOV icon
42
Innovator US Equity Power Buffer ETF November
PNOV
$912M
$722K 0.49%
+19,888
New +$713K
BAMD icon
43
Brookstone Dividend Stock ETF
BAMD
$98.2M
$718K 0.49%
+24,781
New +$712K
TSLA icon
44
Tesla
TSLA
$1.48T
$711K 0.49%
+3,595
New +$628K
BAMV icon
45
Brookstone Value Stock ETF
BAMV
$102M
$710K 0.49%
+24,423
New +$718K
IVV icon
46
iShares Core S&P 500 ETF
IVV
$895B
$691K 0.47%
+1,262
New +$664K
ALL icon
47
Allstate
ALL
$61.6B
$665K 0.45%
+4,166
New +$695K
BFEB icon
48
Innovator US Equity Buffer ETF February
BFEB
$255M
$640K 0.44%
+15,741
New +$622K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$989B
$633K 0.43%
+1,266
New +$609K
HON icon
50
Honeywell
HON
$70.6B
$624K 0.43%
+3,099
New +$590K
1
2
3 4 5

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