CB

Chris Bulman Portfolio holdings

AUM $200M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.17M

Top Sells

1
+$594K
2
+$473K
3
+$464K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.23%
1,907
-86
77
$350K 0.22%
607
+112
78
$345K 0.22%
3,687
-6,340
79
$341K 0.22%
6,999
+1,689
80
$334K 0.21%
8,739
-469
81
$333K 0.21%
1,408
+18
82
$330K 0.21%
4,109
83
$324K 0.2%
10,867
-551
84
$319K 0.2%
12,522
-460
85
$314K 0.2%
1,001
+1
86
$300K 0.19%
+11,036
87
$289K 0.18%
11,502
88
$289K 0.18%
6,400
89
$285K 0.18%
6,148
-298
90
$285K 0.18%
5,577
-123
91
$281K 0.18%
11,259
92
$280K 0.18%
13,550
+353
93
$274K 0.17%
+2,306
94
$274K 0.17%
5,388
+154
95
$269K 0.17%
2,254
96
$268K 0.17%
6,382
-27
97
$264K 0.17%
8,839
+206
98
$264K 0.17%
10,020
+1,218
99
$262K 0.17%
9,856
100
$260K 0.16%
8,831
+202
2 3
4
5 6