CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.04%
1,842
-31
27
$1.8M 1.03%
56,170
-9,212
28
$1.8M 1.03%
44,459
-4,241
29
$1.74M 0.99%
11,014
+842
30
$1.73M 0.99%
59,254
+16,658
31
$1.66M 0.95%
44,472
+31,472
32
$1.65M 0.94%
32,548
-808
33
$1.59M 0.91%
20,579
+1,121
34
$1.55M 0.89%
41,989
+10,175
35
$1.46M 0.83%
34,665
+4,544
36
$1.46M 0.83%
2,928
+233
37
$1.41M 0.8%
32,263
+5,134
38
$1.39M 0.79%
+35,545
39
$1.32M 0.75%
26,937
+5,667
40
$1.25M 0.71%
27,978
-47
41
$1.25M 0.71%
3,931
+181
42
$1.2M 0.69%
1,529
+6
43
$1.18M 0.67%
26,816
-2,481
44
$1.13M 0.65%
+28,913
45
$1.08M 0.61%
24,479
-330
46
$1.08M 0.61%
23,539
-850
47
$1.06M 0.6%
22,534
+1,322
48
$907K 0.52%
18,407
+838
49
$854K 0.49%
35,043
+12,270
50
$839K 0.48%
4,166
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