CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.94M
3
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
+$1.29M
2
+$1.05M
3
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.2%
+11,366
77
$392K 0.2%
+14,815
78
$373K 0.19%
14,581
-3,844
79
$356K 0.18%
1,792
+2
80
$354K 0.18%
+9,287
81
$348K 0.17%
10,666
-2,596
82
$346K 0.17%
6,524
-2,328
83
$341K 0.17%
3,585
-190
84
$336K 0.17%
6,085
-196
85
$330K 0.17%
7,037
-6,119
86
$329K 0.16%
2,915
+222
87
$324K 0.16%
11,736
+2,032
88
$321K 0.16%
5,623
-95
89
$317K 0.16%
+20,874
90
$316K 0.16%
11,036
91
$310K 0.16%
5,172
+301
92
$305K 0.15%
1,212
-500
93
$301K 0.15%
2,296
+42
94
$298K 0.15%
1,705
-7
95
$298K 0.15%
903
+168
96
$295K 0.15%
889
+67
97
$291K 0.15%
10,312
+1,203
98
$290K 0.15%
6,967
-66
99
$284K 0.14%
5,138
+1,018
100
$283K 0.14%
7,291
-26
2 3
4
5 6