CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.47%
20,781
-7,011
52
$803K 0.46%
22,131
-626
53
$730K 0.42%
22,965
-620
54
$718K 0.41%
23,236
-468
55
$659K 0.38%
994
56
$637K 0.36%
16,363
+173
57
$595K 0.34%
8,185
-2,747
58
$594K 0.34%
13,156
+7,464
59
$559K 0.32%
905
-7
60
$534K 0.3%
724
+117
61
$521K 0.3%
10,043
-647
62
$511K 0.29%
2,328
+421
63
$498K 0.28%
+8,473
64
$476K 0.27%
9,487
-43
65
$471K 0.27%
18,425
+5,903
66
$469K 0.27%
8,852
-362
67
$458K 0.26%
737
-172
68
$451K 0.26%
18,130
+493
69
$434K 0.25%
+17,319
70
$426K 0.24%
4,360
-23
71
$426K 0.24%
13,262
-126
72
$418K 0.24%
2,253
-370
73
$405K 0.23%
2,169
-671
74
$393K 0.22%
1,687
-478
75
$380K 0.22%
1,712
1 2
3
4 5