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CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNOV icon
101
FT Vest US Equity Moderate Buffer ETF November
GNOV
$296M
$303K 0.13%
+7,774
New +$308K
JNJ icon
102
Johnson & Johnson
JNJ
$595B
$303K 0.13%
1,238
-95
-7% -$22.1K
HON icon
103
Honeywell
HON
$70.6B
$300K 0.13%
1,327
-420
-24% -$96K
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$110B
$289K 0.13%
2,327
+116
+5% +$14.7K
IJH icon
105
iShares Core S&P Mid-Cap ETF
IJH
$122B
$286K 0.13%
4,238
+58
+1% +$4.02K
GJUN icon
106
FT Vest US Equity Moderate Buffer ETF June
GJUN
$476M
$286K 0.13%
7,256
-24
-0.3% -$953
XSEP icon
107
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$281K 0.12%
6,698
– –
XLI icon
108
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$278K 0.12%
1,721
– –
VFH icon
109
Vanguard Financials ETF
VFH
$13.4B
$277K 0.12%
2,296
– –
GDEC icon
110
FT Vest US Equity Moderate Buffer ETF December
GDEC
$442M
$275K 0.12%
7,432
– –
WFC icon
111
Wells Fargo
WFC
$265B
$275K 0.12%
+3,450
New +$296K
LOW icon
112
Lowe's Companies
LOW
$118B
$273K 0.12%
1,156
-26
-2% -$6.78K
QMAR icon
113
FT Vest Growth-100 Buffer ETF March
QMAR
$565M
$263K 0.12%
7,811
-26
-0.3% -$865
RTX icon
114
RTX Corp
RTX
$264B
$263K 0.12%
1,361
-216
-14% -$42.9K
SPYV icon
115
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
$261K 0.11%
4,620
-540
-10% -$31.3K
META icon
116
Meta Platforms (Facebook)
META
$1.73T
$259K 0.11%
453
-5
-1% -$3.2K
RDVI icon
117
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.49B
$259K 0.11%
10,130
+572
+6% +$15.3K
BAMA icon
118
Brookstone Active ETF
BAMA
$50.9M
$252K 0.11%
7,630
-209
-3% -$7.12K
USMV icon
119
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$252K 0.11%
2,716
-942
-26% -$89.5K
ZJUL
120
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$167M
$251K 0.11%
8,644
– –
UNOV icon
121
Innovator US Equity Ultra Buffer ETF November
UNOV
$108M
$246K 0.11%
6,597
-453
-6% -$17.2K
UDEC
122
Innovator US Equity Ultra Buffer ETF December
UDEC
$249M
$246K 0.11%
6,330
-436
-6% -$17.3K
FJUN icon
123
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$246K 0.11%
4,351
-49
-1% -$2.81K
KNG icon
124
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.36B
$244K 0.11%
5,008
+302
+6% +$15.3K
BAMO icon
125
Brookstone Opportunities ETF
BAMO
$47.5M
$243K 0.11%
7,655
-209
-3% -$6.81K
3 4
5
6 7

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