CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.94M
3
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
+$1.29M
2
+$1.05M
3
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.04%
43,125
-7,333
27
$1.98M 0.99%
19,738
-6,221
28
$1.74M 0.87%
58,021
-1,233
29
$1.74M 0.87%
36,587
+14,053
30
$1.74M 0.87%
41,330
-8,793
31
$1.71M 0.86%
1,851
+9
32
$1.66M 0.83%
50,641
-5,529
33
$1.58M 0.79%
40,908
-1,081
34
$1.57M 0.78%
30,825
-8,322
35
$1.46M 0.73%
29,404
+10,997
36
$1.45M 0.72%
31,713
+4,897
37
$1.4M 0.7%
34,582
-963
38
$1.3M 0.65%
27,468
-510
39
$1.29M 0.65%
25,496
-7,052
40
$1.27M 0.64%
2,454
-474
41
$1.25M 0.63%
32,573
-11,899
42
$1.24M 0.62%
28,188
-6,477
43
$1.14M 0.57%
28,084
-829
44
$1.09M 0.55%
21,127
-5,810
45
$1.05M 0.53%
1,535
+6
46
$914K 0.46%
+18,923
47
$894K 0.45%
4,166
48
$853K 0.43%
20,773
-8
49
$845K 0.42%
18,276
-5,263
50
$833K 0.42%
18,197
-6,282
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