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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
97.38%
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–

Top Buys

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$11.7M
2
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.22M
3
AAPL icon
Apple
AAPL
+$8.75M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAMA icon
76
Brookstone Active ETF
BAMA
$50.4M
$275K 0.19%
+9,384
New +$268K
WMT icon
77
Walmart Inc
WMT
$915B
$273K 0.19%
+4,031
New +$254K
BAMO icon
78
Brookstone Opportunities ETF
BAMO
$47.4M
$272K 0.19%
+9,372
New +$265K
AMZN icon
79
Amazon
AMZN
$2.69T
$268K 0.18%
+1,385
New +$254K
BMAR icon
80
Innovator US Equity Buffer ETF March
BMAR
$251M
$265K 0.18%
+6,139
New +$257K
BMAY icon
81
Innovator US Equity Buffer ETF May
BMAY
$231M
$262K 0.18%
+6,896
New +$253K
BAMY icon
82
Brookstone Yield ETF
BAMY
$44.9M
$250K 0.17%
+9,434
New +$251K
J icon
83
Jacobs Solutions
J
$15.6B
$247K 0.17%
+2,139
New +$251K
LLY icon
84
Eli Lilly
LLY
$1.04T
$246K 0.17%
+271
New +$217K
IJH icon
85
iShares Core S&P Mid-Cap ETF
IJH
$123B
$245K 0.17%
+4,180
New +$246K
META icon
86
Meta Platforms (Facebook)
META
$1.69T
$240K 0.16%
+475
New +$231K
BSCO
87
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$238K 0.16%
+11,295
New +$238K
KEYS icon
88
Keysight
KEYS
$53.4B
$237K 0.16%
+1,735
New +$254K
XMLV icon
89
Invesco S&P MidCap Low Volatility ETF
XMLV
$762M
$237K 0.16%
+4,284
New +$237K
EFAV icon
90
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$236K 0.16%
+3,404
New +$239K
IJR icon
91
iShares Core S&P Small-Cap ETF
IJR
$111B
$236K 0.16%
+2,211
New +$237K
VFH icon
92
Vanguard Financials ETF
VFH
$13.5B
$225K 0.15%
+2,254
New +$225K
XLV icon
93
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$215K 0.15%
+1,478
New +$212K
BAMU icon
94
Brookstone Ultra-Short Bond ETF
BAMU
$67.9M
$207K 0.14%
+8,208
New +$208K
BX icon
95
Blackstone
BX
$158B
$192K 0.13%
+1,554
New +$191K
DJUN icon
96
FT Vest US Equity Deep Buffer ETF June
DJUN
$339M
$190K 0.13%
+4,642
New +$187K
CRM icon
97
Salesforce
CRM
$141B
$186K 0.13%
+722
New +$193K
FJAN icon
98
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
$178K 0.12%
+4,096
New +$173K
BRK.B icon
99
Berkshire Hathaway Class B
BRK.B
$1.06T
$176K 0.12%
+433
New +$177K
BAMB icon
100
Brookstone Intermediate Bond ETF
BAMB
$58.8M
$172K 0.12%
+6,689
New +$171K
2 3
4
5 6

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CNHF
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MPCL
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FPN
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USB
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AFO
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APSI
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HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return

Chris Bulman's Q2 2024 Portfolio in Review

Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.

Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Industrials and Consumer Staples.

  • Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
  • Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
  • Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.

Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.