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
$147M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.09M
3
+$978K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$925K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$798K

Top Sells

1
+$1.15M
2
+$939K
3
+$783K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$581K
5
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$496K

Sector Composition

1 Technology 9.85%
2 Industrials 1.51%
3 Consumer Discretionary 1.39%
4 Consumer Staples 1.34%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.47%
2,559
+2,000
52
$654K 0.45%
+17,451
53
$597K 0.41%
2,889
-32
54
$596K 0.41%
14,429
+3,126
55
$576K 0.39%
+15,682
56
$562K 0.38%
959
57
$559K 0.38%
2,269
+58
58
$544K 0.37%
+14,944
59
$508K 0.35%
2,840
60
$496K 0.34%
6,920
-298
61
$490K 0.33%
854
-11
62
$487K 0.33%
2,464
+15
63
$475K 0.32%
10,947
-234
64
$443K 0.3%
+9,248
65
$441K 0.3%
14,478
+3,367
66
$415K 0.28%
8,403
+7,510
67
$406K 0.28%
9,977
-928
68
$391K 0.27%
9,315
-6,426
69
$378K 0.26%
2,029
+644
70
$361K 0.25%
4,358
-4,866
71
$352K 0.24%
8,219
+6,303
72
$345K 0.24%
2,132
+26
73
$343K 0.23%
4,244
+213
74
$330K 0.22%
7,833
+6,337
75
$327K 0.22%
369
+98
1 2
3
4 5