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
$226M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$952K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$949K

Top Sells

1
+$1.62M
2
+$1.57M
3
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFY
76
FT Vest Laddered International Moderate Buffer ETF
BUFY
$54.2M
$461K 0.2%
20,736
+10,028
BUFD icon
77
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.65B
$444K 0.2%
15,715
+3,979
ABBV icon
78
AbbVie
ABBV
$392B
$427K 0.19%
1,870
+133
VEA icon
79
Vanguard FTSE Developed Markets ETF
VEA
$201B
$415K 0.18%
6,643
+1,471
FTRI icon
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$113M
$408K 0.18%
26,036
+5,162
FDEC icon
81
FT Vest US Equity Buffer ETF December
FDEC
$1.26B
$408K 0.18%
7,968
+3,678
SPYG icon
82
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
$405K 0.18%
3,795
-376
ZSEP
83
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$136M
$388K 0.17%
14,504
-311
ZNOV
84
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$127M
$380K 0.17%
14,248
+5,416
UOCT icon
85
Innovator US Equity Ultra Buffer ETF October
UOCT
$239M
$351K 0.16%
+9,002
XOM icon
86
Exxon Mobil
XOM
$549B
$348K 0.15%
2,889
-26
KEYS icon
87
Keysight
KEYS
$36B
$345K 0.15%
1,697
-8
FFEB icon
88
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
$345K 0.15%
6,085
USMV icon
89
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$344K 0.15%
3,658
+73
HON icon
90
Honeywell
HON
$135B
$341K 0.15%
1,747
+58
MARM icon
91
FT Vest US Equity Max Buffer ETF March
MARM
$122M
$332K 0.15%
10,042
-624
AVGO icon
92
Broadcom
AVGO
$1.61T
$332K 0.15%
958
+55
BAPR icon
93
Innovator US Equity Buffer ETF April
BAPR
$343M
$329K 0.15%
6,866
-171
AXP icon
94
American Express
AXP
$247B
$327K 0.14%
884
-5
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
$324K 0.14%
5,668
+45
VFH icon
96
Vanguard Financials ETF
VFH
$13.3B
$306K 0.14%
2,296
META icon
97
Meta Platforms (Facebook)
META
$1.55T
$302K 0.13%
458
+144
CAT icon
98
Caterpillar
CAT
$299B
$300K 0.13%
524
+32
FAI
99
First Trust Bloomberg Artificial Intelligence ETF
FAI
$33.1M
$297K 0.13%
+7,240
SPYV icon
100
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.4B
$293K 0.13%
5,160
+22
2 3
4
5 6