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
$228M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.69M
3
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
+$3M
2
+$2.59M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
76
Vanguard Short-Term Treasury ETF
VGSH
$29B
$496K 0.22%
8,473
KEYS icon
77
Keysight
KEYS
$56.7B
$477K 0.21%
1,690
-7
BUFY
78
FT Vest Laddered International Moderate Buffer ETF
BUFY
$85.3M
$474K 0.21%
21,185
+449
FFEB icon
79
FT Vest US Equity Buffer ETF February
FFEB
$1.26B
$473K 0.21%
8,463
+2,378
FTRI icon
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$136M
$465K 0.2%
26,057
+21
BOCT icon
81
Innovator US Equity Buffer ETF October
BOCT
$318M
$451K 0.2%
9,395
-4,260
VEA icon
82
Vanguard FTSE Developed Markets ETF
VEA
$220B
$444K 0.19%
6,935
+292
XOM icon
83
Exxon Mobil
XOM
$619B
$440K 0.19%
2,592
-297
ABBV icon
84
AbbVie
ABBV
$369B
$431K 0.19%
1,983
+113
JEPI icon
85
JPMorgan Equity Premium Income ETF
JEPI
$45B
$430K 0.19%
7,590
+1,922
BUFD icon
86
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.78B
$420K 0.18%
14,985
-730
ZSEP
87
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$134M
$386K 0.17%
14,457
-47
ZNOV
88
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$130M
$378K 0.17%
14,248
FDEC icon
89
FT Vest US Equity Buffer ETF December
FDEC
$1.3B
$373K 0.16%
7,509
-459
UJAN icon
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$318M
$366K 0.16%
+8,614
GLD icon
91
SPDR Gold Trust
GLD
$162B
$340K 0.15%
+791
PLTR icon
92
Palantir
PLTR
$340B
$332K 0.15%
2,271
-601
UOCT icon
93
Innovator US Equity Ultra Buffer ETF October
UOCT
$242M
$327K 0.14%
8,559
-443
MDY icon
94
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
$323K 0.14%
+524
CAT icon
95
Caterpillar
CAT
$370B
$322K 0.14%
454
-70
UFEB icon
96
Innovator US Equity Ultra Buffer ETF February
UFEB
$246M
$321K 0.14%
+8,847
AVGO icon
97
Broadcom
AVGO
$1.88T
$320K 0.14%
1,035
+77
AMAT icon
98
Applied Materials
AMAT
$313B
$320K 0.14%
935
-136
MARM icon
99
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$319K 0.14%
9,530
-512
BAPR icon
100
Innovator US Equity Buffer ETF April
BAPR
$373M
$319K 0.14%
6,505
-361
2 3
4
5 6