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
$157M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.4M
3
+$1.21M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$854K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$785K

Top Sells

1
+$2.13M
2
+$2.02M
3
+$975K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$709K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$675K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 1.48%
3 Consumer Staples 1.32%
4 Industrials 1.31%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.09%
1,859
+30
27
$1.49M 0.95%
3,700
-4
28
$1.46M 0.93%
24,731
+11,253
29
$1.44M 0.92%
39,101
-4,183
30
$1.38M 0.88%
40,556
+23,105
31
$1.36M 0.87%
10,130
-197
32
$1.25M 0.8%
42,399
-962
33
$1.22M 0.78%
29,662
-8,040
34
$1.19M 0.76%
26,621
+1,630
35
$1.18M 0.75%
32,922
+17,978
36
$1.17M 0.74%
43,705
-509
37
$1.16M 0.74%
32,906
-969
38
$1.13M 0.72%
37,220
-486
39
$1.09M 0.7%
14,579
+5,439
40
$1.08M 0.69%
2,564
-43
41
$1.07M 0.69%
28,378
+9,462
42
$999K 0.64%
15,905
-422
43
$946K 0.6%
1,505
-15
44
$890K 0.57%
10,027
-274
45
$877K 0.56%
21,814
+11
46
$803K 0.51%
4,166
47
$766K 0.49%
1,302
-12
48
$761K 0.49%
22,203
-603
49
$754K 0.48%
10,930
-3,100
50
$730K 0.47%
23,098
-15
1
2
3 4 5