CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.88M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

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
51
$553K 0.38%
+959
52
$551K 0.38%
+11,303
53
$500K 0.34%
+2,211
54
$498K 0.34%
+2,840
55
$486K 0.33%
+19,969
56
$471K 0.32%
+865
57
$469K 0.32%
+7,218
58
$464K 0.32%
+11,181
59
$458K 0.31%
+21,763
60
$456K 0.31%
+10,217
61
$455K 0.31%
+11,303
62
$426K 0.29%
+10,905
63
$420K 0.29%
+2,449
64
$388K 0.27%
+12,261
65
$379K 0.26%
+13,054
66
$347K 0.24%
+7,652
67
$331K 0.23%
+11,111
68
$312K 0.21%
+15,272
69
$311K 0.21%
+15,591
70
$311K 0.21%
+16,207
71
$311K 0.21%
+16,166
72
$308K 0.21%
+2,106
73
$290K 0.2%
+7,704
74
$279K 0.19%
+7,958
75
$276K 0.19%
+998
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3
4 5