CB
Chris Bulman Portfolio holdings
AUM $158M
AUM
$158M
AUM Growth
+$1.69M (+1%)
Cap. Flow
+$11M
Cap. Flow % of AUM
6.97%
Top 10 Holdings %Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15
Top Buys
| 1 | $1.68M | |
| 2 | $1.34M | |
| 3 | $1.2M | |
| 4 | $1.18M | |
| 5 | $1.17M |
Top Sells
| 1 | $594K | |
| 2 | $464K | |
| 3 | $292K | |
| 4 | $280K | |
| 5 | $257K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $864K | 0.55% | 17,569 +5,538 | +46% | +$272K | |||
| $863K | 0.54% | 4,166 | – | – | |||
| $765K | 0.48% | 23,704 +606 | +3% | +$19.6K | |||
| $736K | 0.46% | 23,585 +710 | +3% | +$22.2K | |||
| $727K | 0.46% | 22,757 +554 | +3% | +$17.7K | |||
| $719K | 0.45% | 10,932 +2 | +0% | +$132 | |||
| $602K | 0.38% | 16,190 -63 | -0.4% | -$2.34K | |||
| $554K | 0.35% | 2,840 | – | – | |||
| $554K | 0.35% | 10,690 -379 | -3% | -$19.6K | |||
| $550K | 0.35% | 2,623 +140 | +6% | +$29.3K | |||
| $539K | 0.34% | 994 | – | – | |||
| $539K | 0.34% | 22,773 | New | +$539K | |||
| $511K | 0.32% | 909 -393 | -30% | -$221K | |||
| $510K | 0.32% | 912 +15 | +2% | +$8.39K | |||
| $487K | 0.31% | 9,214 -374 | -4% | -$19.8K | |||
| $464K | 0.29% | 13,000 -995 | -7% | -$35.5K | |||
| $458K | 0.29% | 2,165 -794 | -27% | -$168K | |||
| $444K | 0.28% | 9,530 | New | +$444K | |||
| $440K | 0.28% | 13,584 +2,882 | +27% | +$93.3K | |||
| $437K | 0.28% | 17,637 +4,759 | +37% | +$118K | |||
| $428K | 0.27% | 518 +174 | +51% | +$144K | |||
| $420K | 0.27% | 13,388 -279 | -2% | -$8.75K | |||
| $399K | 0.25% | 1,712 +153 | +10% | +$35.7K | |||
| $389K | 0.25% | 2,348 +124 | +6% | +$20.6K | |||
| $385K | 0.24% | 4,383 +298 | +7% | +$26.2K |
