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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
+1.5%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$9.78M
Cap. Flow
+$8.42M
Cap. Flow %
5.37%
Top 10 Hldgs %
44.14%
Holding
127
New
14
Increased
52
Reduced
50
Closed
4

Top Buys

1
IWM icon
iShares Russell 2000 ETF
IWM
+$5.62M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.41M
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.26M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$859K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$822K

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.17M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.12M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$994K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$705K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$701K

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
BAMV icon
51
Brookstone Value Stock ETF
BAMV
$103M
$698K 0.45%
22,875
-2
-0% -$64
UITB icon
52
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$677K 0.43%
14,721
+5,473
+59% +$256K
HON icon
53
Honeywell
HON
$71.4B
$668K 0.43%
3,139
+74
+2% +$15.4K
AVEM icon
54
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$639K 0.41%
10,875
+6,270
+136% +$390K
VGT icon
55
Vanguard Information Technology ETF
VGT
$139B
$618K 0.39%
7,952
+280
+4% +$21.5K
PJAN icon
56
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$611K 0.39%
14,454
+25
+0.2% +$1.04K
GMAR icon
57
FT Vest US Equity Moderate Buffer ETF March
GMAR
$395M
$609K 0.39%
16,253
+571
+4% +$21.2K
LMBS icon
58
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$586K 0.37%
12,031
+3,628
+43% +$177K
CLOA icon
59
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.16B
$573K 0.37%
+11,069
New +$574K
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$775B
$526K 0.34%
897
+43
+5% +$25.3K
PAPR icon
61
Innovator US Equity Power Buffer ETF April
PAPR
$953M
$514K 0.33%
13,995
-7,684
-35% -$280K
CLOI icon
62
VanEck CLO ETF
CLOI
$1.46B
$506K 0.32%
+9,588
New +$508K
WCN
63
Waste Connections
WCN
$43.6B
$487K 0.31%
2,840
– –
SPLV icon
64
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$473K 0.3%
6,753
-167
-2% -$12K
ABBV icon
65
AbbVie
ABBV
$452B
$441K 0.28%
2,483
+19
+0.8% +$3.49K
AMZN icon
66
Amazon
AMZN
$2.66T
$437K 0.28%
1,993
-36
-2% -$7.37K
MARM icon
67
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$422K 0.27%
13,667
-811
-6% -$24.9K
LOW icon
68
Lowe's Companies
LOW
$118B
$385K 0.25%
1,559
-1,000
-39% -$267K
WMT icon
69
Walmart Inc
WMT
$911B
$369K 0.24%
4,085
-159
-4% -$13.8K
BNOV icon
70
Innovator US Equity Buffer ETF November
BNOV
$209M
$362K 0.23%
+9,208
New +$360K
SPYG icon
71
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.5B
$361K 0.23%
4,109
-249
-6% -$21.5K
BAUG icon
72
Innovator US Equity Buffer ETF August
BAUG
$197M
$359K 0.23%
8,228
+9
+0.1% +$392
UFEB icon
73
Innovator US Equity Ultra Buffer ETF February
UFEB
$245M
$356K 0.23%
10,702
+3,931
+58% +$129K
UAPR icon
74
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$352K 0.22%
11,418
+4,229
+59% +$130K
CMI icon
75
Cummins
CMI
$89.3B
$349K 0.22%
1,000
-9
-0.9% -$3.16K
1 2
3
4 5

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Chris Bulman's Q4 2024 Portfolio in Review

As of Q4 2024, Chris Bulman held 127 positions worth $157M, up 6.7% from $147M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $8.42M of net new capital in Q4 2024, opening 14 new positions and adding to 52 existing holdings. Its largest new stake was iShares Russell 2000 ETF: 24,635 shares worth $5.44M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, down from 9.8% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $2.17M trimmed.

  • Chris Bulman's largest Q4 2024 buy was iShares Russell 2000 ETF: 24,635 shares worth $5.44M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $1.41M increase.
  • Chris Bulman's biggest Q4 2024 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.17M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF June in Q4 2024, selling an estimated $406K.
  • Chris Bulman's ten largest holdings make up 44% of its $157M portfolio in Q4 2024.
  • Chris Bulman opened 14 new positions and closed 4 in Q4 2024.
  • Chris Bulman's portfolio value rose 6.7% quarter-over-quarter to $157M.

Based on Chris Bulman's 13F filing for Q4 2024, filed 10 Feb 2025.