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
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.05M
3
+$1.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.22M

Top Sells

1
+$1.38M
2
+$1.1M
3
+$966K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$856K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K

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
BUFQ icon
76
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.09B
$396K 0.2%
+11,366
ZSEP
77
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$145M
$392K 0.2%
+14,815
ICLO icon
78
Invesco AAA CLO Floating Rate Note ETF
ICLO
$383M
$373K 0.19%
14,581
-3,844
HON icon
79
Honeywell
HON
$122B
$356K 0.18%
1,689
+2
UJUL icon
80
Innovator US Equity Ultra Buffer ETF July
UJUL
$215M
$354K 0.18%
+9,287
MARM icon
81
FT Vest US Equity Max Buffer ETF March
MARM
$128M
$348K 0.17%
10,666
-2,596
CLOI icon
82
VanEck CLO ETF
CLOI
$1.25B
$346K 0.17%
6,524
-2,328
USMV icon
83
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$341K 0.17%
3,585
-190
FFEB icon
84
FT Vest US Equity Buffer ETF February
FFEB
$1.15B
$336K 0.17%
6,085
-196
BAPR icon
85
Innovator US Equity Buffer ETF April
BAPR
$342M
$330K 0.17%
7,037
-6,119
XOM icon
86
Exxon Mobil
XOM
$489B
$329K 0.16%
2,915
+222
BUFD icon
87
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.56B
$324K 0.16%
11,736
+2,032
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$321K 0.16%
5,623
-95
FTRI icon
89
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$101M
$317K 0.16%
+20,874
JAJL
90
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$241M
$316K 0.16%
11,036
VEA icon
91
Vanguard FTSE Developed Markets ETF
VEA
$185B
$310K 0.16%
5,172
+301
LOW icon
92
Lowe's Companies
LOW
$136B
$305K 0.15%
1,212
-500
VFH icon
93
Vanguard Financials ETF
VFH
$13B
$301K 0.15%
2,296
+42
KEYS icon
94
Keysight
KEYS
$33.9B
$298K 0.15%
1,705
-7
AVGO icon
95
Broadcom
AVGO
$1.9T
$298K 0.15%
903
+168
AXP icon
96
American Express
AXP
$252B
$295K 0.15%
889
+67
T icon
97
AT&T
T
$184B
$291K 0.15%
10,312
+1,203
XSEP icon
98
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$104M
$290K 0.15%
6,967
-66
SPYV icon
99
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$284K 0.14%
5,138
+1,018
GJUN icon
100
FT Vest US Equity Moderate Buffer ETF June
GJUN
$336M
$283K 0.14%
7,291
-26
2 3
4
5 6