CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.94M
3
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
+$1.29M
2
+$1.05M
3
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$806K 0.4%
+16,448
52
$779K 0.39%
9,946
+1,761
53
$742K 0.37%
994
54
$739K 0.37%
19,394
-2,737
55
$679K 0.34%
3,640
-7,374
56
$671K 0.34%
26,876
-8,167
57
$644K 0.32%
20,144
-2,821
58
$641K 0.32%
20,428
-2,808
59
$640K 0.32%
960
+55
60
$628K 0.31%
15,653
-710
61
$603K 0.3%
23,936
+5,806
62
$586K 0.29%
+11,586
63
$576K 0.29%
2,624
+296
64
$574K 0.29%
1,748
+832
65
$522K 0.26%
2,863
+114
66
$514K 0.26%
2,113
+262
67
$502K 0.25%
+10,117
68
$499K 0.25%
8,473
69
$493K 0.25%
737
70
$474K 0.24%
+14,626
71
$464K 0.23%
+10,136
72
$436K 0.22%
4,171
+747
73
$428K 0.21%
16,119
+4,617
74
$402K 0.2%
1,737
-516
75
$399K 0.2%
7,682
-2,361
1 2
3
4 5