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
$157M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.4M
3
+$1.21M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$854K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$785K

Top Sells

1
+$2.13M
2
+$2.02M
3
+$975K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$709K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$675K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 1.48%
3 Consumer Staples 1.32%
4 Industrials 1.31%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.21%
7,838
+5
77
$333K 0.21%
+12,982
78
$322K 0.21%
2,224
+92
79
$317K 0.2%
12,878
+4,712
80
$317K 0.2%
1,390
-879
81
$315K 0.2%
1,829
+275
82
$314K 0.2%
8,729
+1,968
83
$311K 0.2%
15,059
+36
84
$311K 0.2%
15,940
+51
85
$310K 0.2%
15,969
+36
86
$310K 0.2%
6,446
+1,724
87
$309K 0.2%
15,342
+25
88
$296K 0.19%
5,763
-22
89
$294K 0.19%
6,398
+1,426
90
$292K 0.19%
5,700
-114
91
$291K 0.19%
+11,502
92
$290K 0.19%
495
93
$287K 0.18%
11,259
+597
94
$283K 0.18%
6,400
+649
95
$278K 0.18%
13,197
+957
96
$277K 0.18%
+6,409
97
$276K 0.18%
1,721
-7
98
$266K 0.17%
2,254
99
$266K 0.17%
344
-25
100
$266K 0.17%
+9,856
2 3
4
5 6