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
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
76
Palantir
PLTR
$462B
$375K 0.21%
+2,749
LLY icon
77
Eli Lilly
LLY
$865B
$356K 0.2%
457
-61
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$354K 0.2%
3,775
+88
FFEB icon
79
FT Vest US Equity Buffer ETF February
FFEB
$1.13B
$329K 0.19%
6,281
-718
CMI icon
80
Cummins
CMI
$66.8B
$328K 0.19%
1,002
+1
SPYG icon
81
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.7B
$326K 0.19%
3,424
-685
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$3.5T
$326K 0.19%
+1,851
JEPI icon
83
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$325K 0.19%
+5,718
JAJL
84
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$243M
$311K 0.18%
11,036
ZOCT
85
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$61.4M
$299K 0.17%
11,502
XOM icon
86
Exxon Mobil
XOM
$499B
$290K 0.17%
2,693
+387
VFH icon
87
Vanguard Financials ETF
VFH
$12.7B
$287K 0.16%
2,254
XSEP icon
88
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$130M
$286K 0.16%
7,033
-67,292
KEYS icon
89
Keysight
KEYS
$31.5B
$281K 0.16%
1,712
UJAN icon
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$209M
$280K 0.16%
+6,912
VTI icon
91
Vanguard Total Stock Market ETF
VTI
$556B
$279K 0.16%
+916
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$180B
$278K 0.16%
4,871
-517
GJUN icon
93
FT Vest US Equity Moderate Buffer ETF June
GJUN
$337M
$275K 0.16%
7,317
+131
BAMA icon
94
Brookstone Active ETF
BAMA
$45.7M
$273K 0.16%
8,560
-279
BAMO icon
95
Brookstone Opportunities ETF
BAMO
$42.8M
$268K 0.15%
8,579
-252
BAMY icon
96
Brookstone Yield ETF
BAMY
$42.4M
$266K 0.15%
9,807
-213
T icon
97
AT&T
T
$176B
$264K 0.15%
9,109
+1,383
AXP icon
98
American Express
AXP
$253B
$262K 0.15%
822
+72
UFEB icon
99
Innovator US Equity Ultra Buffer ETF February
UFEB
$183M
$262K 0.15%
7,634
-5,950
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$100B
$261K 0.15%
4,214
2 3
4
5 6