CB

Chris Bulman Portfolio holdings

AUM $200M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.17M

Top Sells

1
+$594K
2
+$473K
3
+$464K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$864K 0.55%
17,569
+5,538
52
$863K 0.54%
4,166
53
$765K 0.48%
23,704
+606
54
$736K 0.46%
23,585
+710
55
$727K 0.46%
22,757
+554
56
$719K 0.45%
10,932
+2
57
$602K 0.38%
16,190
-63
58
$554K 0.35%
2,840
59
$554K 0.35%
10,690
-379
60
$550K 0.35%
2,623
+140
61
$539K 0.34%
994
62
$539K 0.34%
+22,773
63
$511K 0.32%
909
-393
64
$510K 0.32%
912
+15
65
$487K 0.31%
9,214
-374
66
$464K 0.29%
13,000
-995
67
$458K 0.29%
2,165
-794
68
$444K 0.28%
+9,530
69
$440K 0.28%
13,584
+2,882
70
$437K 0.28%
17,637
+4,759
71
$428K 0.27%
518
+174
72
$420K 0.27%
13,388
-279
73
$399K 0.25%
1,712
+153
74
$389K 0.25%
2,348
+124
75
$385K 0.24%
4,383
+298
1 2
3
4 5