CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.88M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

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
76
$275K 0.19%
+9,384
77
$273K 0.19%
+4,031
78
$272K 0.19%
+9,372
79
$268K 0.18%
+1,385
80
$265K 0.18%
+6,139
81
$262K 0.18%
+6,896
82
$250K 0.17%
+9,434
83
$247K 0.17%
+2,139
84
$246K 0.17%
+271
85
$245K 0.17%
+4,180
86
$240K 0.16%
+475
87
$238K 0.16%
+11,295
88
$237K 0.16%
+1,735
89
$237K 0.16%
+4,284
90
$236K 0.16%
+3,404
91
$236K 0.16%
+2,211
92
$225K 0.15%
+2,254
93
$215K 0.15%
+1,478
94
$207K 0.14%
+8,208
95
$192K 0.13%
+1,554
96
$190K 0.13%
+4,642
97
$186K 0.13%
+722
98
$178K 0.12%
+4,096
99
$176K 0.12%
+433
100
$172K 0.12%
+6,689
2 3
4
5 6