CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.88M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

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
26
$1.23M 0.84%
+39,125
27
$1.22M 0.83%
+32,487
28
$1.2M 0.82%
+9,739
29
$1.19M 0.81%
+35,243
30
$1.15M 0.79%
+30,616
31
$1.14M 0.78%
+31,303
32
$1.11M 0.76%
+29,268
33
$1.1M 0.75%
+2,470
34
$1.09M 0.75%
+28,130
35
$1.03M 0.7%
+17,277
36
$993K 0.68%
+22,094
37
$988K 0.68%
+1,503
38
$928K 0.63%
+11,054
39
$837K 0.57%
+24,159
40
$759K 0.52%
+24,364
41
$739K 0.51%
+9,224
42
$722K 0.49%
+19,888
43
$718K 0.49%
+24,781
44
$711K 0.49%
+3,595
45
$710K 0.49%
+24,423
46
$691K 0.47%
+1,262
47
$665K 0.45%
+4,166
48
$640K 0.44%
+15,741
49
$633K 0.43%
+1,266
50
$624K 0.43%
+2,921
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