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
$228M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.69M
3
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
+$3M
2
+$2.59M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
51
Allstate
ALL
$55.5B
$864K 0.38%
4,166
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$4.08T
$857K 0.38%
2,980
+372
IBTH icon
53
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.1B
$854K 0.37%
38,058
-4,305
IBTJ icon
54
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.23B
$848K 0.37%
38,828
-4,439
FBND icon
55
Fidelity Total Bond ETF
FBND
$25.3B
$832K 0.36%
18,239
-2,615
BNOV icon
56
Innovator US Equity Buffer ETF November
BNOV
$222M
$806K 0.35%
18,726
+44
BJAN icon
57
Innovator US Equity Buffer ETF January
BJAN
$373M
$772K 0.34%
14,477
+10,214
UCON icon
58
First Trust Smith Unconstrained Bond ETF
UCON
$3.25B
$732K 0.32%
29,563
-476
VGT icon
59
Vanguard Information Technology ETF
VGT
$118B
$719K 0.31%
1,030
+33
BAMG icon
60
Brookstone Growth Stock ETF
BAMG
$119M
$718K 0.31%
19,658
-440
FJAN icon
61
FT Vest US Equity Buffer ETF January
FJAN
$1.31B
$711K 0.31%
14,095
+10,093
BAMV icon
62
Brookstone Value Stock ETF
BAMV
$99.6M
$684K 0.3%
21,046
-473
SPYM
63
State Street SPDR Portfolio S&P 500 ETF
SPYM
$132B
$676K 0.3%
8,832
-894
BAMD icon
64
Brookstone Dividend Stock ETF
BAMD
$95.1M
$670K 0.29%
21,518
-512
BSEP icon
65
Innovator US Equity Buffer ETF September
BSEP
$208M
$631K 0.28%
13,125
-7,029
IBTI icon
66
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.65B
$627K 0.27%
28,127
-4,179
BUFQ icon
67
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.34B
$625K 0.27%
17,699
+281
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$710B
$621K 0.27%
955
-10
ZFEB
69
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$163M
$617K 0.27%
24,303
-2,286
ILDR icon
70
First Trust Innovation Leaders ETF
ILDR
$235M
$597K 0.26%
20,038
-2,627
FSEP icon
71
FT Vest US Equity Buffer ETF September
FSEP
$1.23B
$583K 0.26%
11,585
-1
AMZN icon
72
Amazon
AMZN
$2.67T
$569K 0.25%
2,734
-158
ZOCT
73
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$118M
$550K 0.24%
20,578
-195
IVV icon
74
iShares Core S&P 500 ETF
IVV
$770B
$527K 0.23%
807
+69
BAUG icon
75
Innovator US Equity Buffer ETF August
BAUG
$192M
$526K 0.23%
10,769
-6,974
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3
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