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CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
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
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$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
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$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
$29.3B
$496K 0.22%
8,473
– –
KEYS icon
77
Keysight
KEYS
$55.1B
$477K 0.21%
1,690
-7
-0.4% -$1.75K
BUFY
78
FT Vest Laddered International Moderate Buffer ETF
BUFY
$139M
$474K 0.21%
21,185
+449
+2% +$10.1K
FFEB icon
79
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$473K 0.21%
8,463
+2,378
+39% +$136K
FTRI icon
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$121M
$465K 0.2%
26,057
+21
+0.1% +$371
BOCT icon
81
Innovator US Equity Buffer ETF October
BOCT
$286M
$451K 0.2%
9,395
-4,260
-31% -$210K
VEA icon
82
Vanguard FTSE Developed Markets ETF
VEA
$229B
$444K 0.19%
6,935
+292
+4% +$19.3K
XOM icon
83
ExxonMobil
XOM
$599B
$440K 0.19%
2,592
-297
-10% -$43.3K
ABBV icon
84
AbbVie
ABBV
$431B
$431K 0.19%
1,983
+113
+6% +$25.1K
JEPI icon
85
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$430K 0.19%
7,590
+1,922
+34% +$112K
BUFD icon
86
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$420K 0.18%
14,985
-730
-5% -$20.7K
ZSEP
87
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$386K 0.17%
14,457
-47
-0.3% -$1.26K
ZNOV
88
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$108M
$378K 0.17%
14,248
– –
FDEC icon
89
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$373K 0.16%
7,509
-459
-6% -$23.4K
UJAN icon
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$314M
$366K 0.16%
+8,614
New +$373K
GLD icon
91
SPDR Gold Trust
GLD
$131B
$340K 0.15%
+791
New +$354K
PLTR icon
92
Palantir
PLTR
$321B
$332K 0.15%
2,271
-601
-21% -$91.9K
UOCT icon
93
Innovator US Equity Ultra Buffer ETF October
UOCT
$179M
$327K 0.14%
8,559
-443
-5% -$17.3K
MDY icon
94
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$323K 0.14%
+524
New +$332K
CAT icon
95
Caterpillar
CAT
$421B
$322K 0.14%
454
-70
-13% -$48.5K
UFEB icon
96
Innovator US Equity Ultra Buffer ETF February
UFEB
$246M
$321K 0.14%
+8,847
New +$326K
AVGO icon
97
Broadcom
AVGO
$1.88T
$320K 0.14%
1,035
+77
+8% +$25.3K
AMAT icon
98
Applied Materials
AMAT
$460B
$320K 0.14%
935
-136
-13% -$45.7K
MARM icon
99
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$319K 0.14%
9,530
-512
-5% -$17K
BAPR icon
100
Innovator US Equity Buffer ETF April
BAPR
$404M
$319K 0.14%
6,505
-361
-5% -$17.4K
2 3
4
5 6

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