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
$157M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.4M
3
+$1.21M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$854K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$785K

Top Sells

1
+$2.13M
2
+$2.02M
3
+$975K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$709K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$675K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 1.48%
3 Consumer Staples 1.32%
4 Industrials 1.31%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.45%
22,875
-2
52
$677K 0.43%
14,721
+5,473
53
$668K 0.43%
2,959
+70
54
$639K 0.41%
10,875
+6,270
55
$618K 0.39%
994
+35
56
$611K 0.39%
14,454
+25
57
$609K 0.39%
16,253
+571
58
$586K 0.37%
12,031
+3,628
59
$573K 0.37%
+11,069
60
$526K 0.34%
897
+43
61
$514K 0.33%
13,995
-7,684
62
$506K 0.32%
+9,588
63
$487K 0.31%
2,840
64
$473K 0.3%
6,753
-167
65
$441K 0.28%
2,483
+19
66
$437K 0.28%
1,993
-36
67
$422K 0.27%
13,667
-811
68
$385K 0.25%
1,559
-1,000
69
$369K 0.24%
4,085
-159
70
$362K 0.23%
+9,208
71
$361K 0.23%
4,109
-249
72
$359K 0.23%
8,228
+9
73
$356K 0.23%
10,702
+3,931
74
$352K 0.22%
11,418
+4,229
75
$349K 0.22%
1,000
-9
1 2
3
4 5