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
$147M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.09M
3
+$978K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$925K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$798K

Top Sells

1
+$1.15M
2
+$939K
3
+$783K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$581K
5
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$496K

Sector Composition

1 Technology 9.85%
2 Industrials 1.51%
3 Consumer Discretionary 1.39%
4 Consumer Staples 1.34%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.22%
1,009
+11
77
$315K 0.21%
15,317
-274
78
$313K 0.21%
15,889
-277
79
$312K 0.21%
15,933
-274
80
$310K 0.21%
15,023
-249
81
$307K 0.21%
5,814
-5,489
82
$297K 0.2%
+4,605
83
$292K 0.2%
5,785
+5,115
84
$283K 0.19%
495
+20
85
$275K 0.19%
1,728
-7
86
$270K 0.18%
5,567
+3,513
87
$268K 0.18%
5,751
-4,466
88
$268K 0.18%
+6,131
89
$267K 0.18%
10,662
-9,307
90
$266K 0.18%
8,705
-679
91
$261K 0.18%
8,705
-667
92
$260K 0.18%
4,180
93
$259K 0.18%
2,211
94
$257K 0.18%
12,240
-9,523
95
$252K 0.17%
4,124
-160
96
$252K 0.17%
3,281
-123
97
$248K 0.17%
2,254
98
$241K 0.16%
4,043
+1,169
99
$239K 0.16%
+6,761
100
$238K 0.16%
1,554
2 3
4
5 6