CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
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
76
$375K 0.21%
+2,749
77
$356K 0.2%
457
-61
78
$354K 0.2%
3,775
+88
79
$329K 0.19%
6,281
-718
80
$328K 0.19%
1,002
+1
81
$326K 0.19%
3,424
-685
82
$326K 0.19%
+1,851
83
$325K 0.19%
+5,718
84
$311K 0.18%
11,036
85
$299K 0.17%
11,502
86
$290K 0.17%
2,693
+387
87
$287K 0.16%
2,254
88
$286K 0.16%
7,033
-67,292
89
$281K 0.16%
1,712
90
$280K 0.16%
+6,912
91
$279K 0.16%
+916
92
$278K 0.16%
4,871
-517
93
$275K 0.16%
7,317
+131
94
$273K 0.16%
8,560
-279
95
$268K 0.15%
8,579
-252
96
$266K 0.15%
9,807
-213
97
$264K 0.15%
9,109
+1,383
98
$262K 0.15%
822
+72
99
$262K 0.15%
7,634
-5,950
100
$261K 0.15%
4,214
2 3
4
5 6