CB
Chris Bulman Portfolio holdings
AUM
$175M
1-Year Return
12.17%
This Quarter Return
-2.79%
1 Year Return
+12.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$1.69M
(+1.1%)
Cap. Flow
+$6.76M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.68M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 3 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$1.2M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.18M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$1.17M |
Top Sells
Sector Composition
| 1 | Technology | 8.73% |
| 2 | Consumer Staples | 1.5% |
| 3 | Industrials | 1.32% |
| 4 | Consumer Discretionary | 1.3% |
| 5 | Financials | 1.09% |
