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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
97.38%
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–

Top Buys

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$11.7M
2
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.22M
3
AAPL icon
Apple
AAPL
+$8.75M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
51
Vanguard Information Technology ETF
VGT
$140B
$553K 0.38%
+7,672
New +$510K
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$551K 0.38%
+11,303
New +$552K
UNP icon
53
Union Pacific
UNP
$178B
$500K 0.34%
+2,211
New +$518K
WCN
54
Waste Connections
WCN
$44.3B
$498K 0.34%
+2,840
New +$475K
BUFD icon
55
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$486K 0.33%
+19,969
New +$476K
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$471K 0.32%
+865
New +$453K
SPLV icon
57
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$469K 0.32%
+7,218
New +$467K
BAPR icon
58
Innovator US Equity Buffer ETF April
BAPR
$404M
$464K 0.32%
+11,181
New +$449K
BKLN icon
59
Invesco Senior Loan ETF
BKLN
$7.19B
$458K 0.31%
+21,763
New +$460K
JMBS icon
60
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$456K 0.31%
+10,217
New +$453K
PJAN icon
61
Innovator US Equity Power Buffer ETF January
PJAN
$1.47B
$455K 0.31%
+11,303
New +$445K
BJUN icon
62
Innovator US Equity Buffer ETF June
BJUN
$310M
$426K 0.29%
+10,905
New +$415K
ABBV icon
63
AbbVie
ABBV
$449B
$420K 0.29%
+2,449
New +$406K
UFEB icon
64
Innovator US Equity Ultra Buffer ETF February
UFEB
$246M
$388K 0.27%
+12,261
New +$380K
UAPR icon
65
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$379K 0.26%
+13,054
New +$368K
NJAN icon
66
Innovator Growth-100 Power Buffer ETF January
NJAN
$352M
$347K 0.24%
+7,652
New +$336K
MARM icon
67
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$331K 0.23%
+11,111
New +$325K
BSCP
68
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$312K 0.21%
+15,272
New +$312K
BSCS icon
69
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
$311K 0.21%
+15,591
New +$310K
BSCQ icon
70
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$311K 0.21%
+16,207
New +$311K
BSCR icon
71
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$311K 0.21%
+16,166
New +$310K
JNJ icon
72
Johnson & Johnson
JNJ
$602B
$308K 0.21%
+2,106
New +$313K
SPEM icon
73
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$290K 0.2%
+7,704
New +$287K
SPDW icon
74
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$279K 0.19%
+7,958
New +$283K
CMI icon
75
Cummins
CMI
$89.4B
$276K 0.19%
+998
New +$285K
1 2
3
4 5

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FPN
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AFO
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HFA
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CI
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Chris Bulman's Q2 2024 Portfolio in Review

Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.

Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Industrials and Consumer Staples.

  • Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
  • Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
  • Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.

Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.