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
$158M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.17M

Top Sells

1
+$594K
2
+$473K
3
+$464K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.16%
48,700
-7,737
27
$1.84M 1.16%
51,389
-2,566
28
$1.77M 1.12%
1,873
+14
29
$1.69M 1.07%
33,356
-2,976
30
$1.49M 0.94%
19,458
+4,879
31
$1.29M 0.82%
35,230
-5,326
32
$1.2M 0.76%
30,121
+8,307
33
$1.18M 0.74%
29,297
-365
34
$1.17M 0.74%
+27,129
35
$1.17M 0.74%
42,596
-1,109
36
$1.16M 0.73%
+28,025
37
$1.16M 0.73%
36,146
-1,074
38
$1.15M 0.73%
41,134
-1,265
39
$1.12M 0.71%
18,633
+7,758
40
$1.11M 0.7%
24,389
-2,232
41
$1.11M 0.7%
31,814
-1,092
42
$1.1M 0.7%
10,172
+42
43
$1.03M 0.65%
27,792
-586
44
$1.03M 0.65%
24,809
+10,355
45
$1.01M 0.64%
2,695
+131
46
$996K 0.63%
21,212
+6,491
47
$972K 0.61%
3,750
+50
48
$969K 0.61%
+21,270
49
$935K 0.59%
1,523
+18
50
$906K 0.57%
15,097
-808
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