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
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.05M
3
+$1.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.22M

Top Sells

1
+$1.38M
2
+$1.1M
3
+$966K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$856K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K

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
IJH icon
101
iShares Core S&P Mid-Cap ETF
IJH
$101B
$273K 0.14%
4,180
-34
J icon
102
Jacobs Solutions
J
$16B
$265K 0.13%
1,769
IJR icon
103
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$263K 0.13%
2,211
ORCL icon
104
Oracle
ORCL
$576B
$257K 0.13%
914
-75
QMAR icon
105
FT Vest Growth-100 Buffer ETF March
QMAR
$450M
$253K 0.13%
7,854
-35
XLI icon
106
Industrial Select Sector SPDR Fund
XLI
$24.3B
$250K 0.13%
1,619
FJUN icon
107
FT Vest US Equity Buffer ETF June
FJUN
$1.05B
$247K 0.12%
4,413
-26
ZJUL
108
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$145M
$247K 0.12%
8,581
+346
BAMA icon
109
Brookstone Active ETF
BAMA
$45.9M
$244K 0.12%
7,287
-1,273
JMBS icon
110
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.81B
$242K 0.12%
+5,302
MCD icon
111
McDonald's
MCD
$222B
$237K 0.12%
781
+82
BKLN icon
112
Invesco Senior Loan ETF
BKLN
$6.34B
$237K 0.12%
+11,329
UMAR icon
113
Innovator US Equity Ultra Buffer ETF March
UMAR
$118M
$236K 0.12%
+6,038
UAUG icon
114
Innovator US Equity Ultra Buffer ETF August
UAUG
$238M
$235K 0.12%
+5,989
USEP icon
115
Innovator US Equity Ultra Buffer ETF September
USEP
$229M
$235K 0.12%
+6,078
CAT icon
116
Caterpillar
CAT
$269B
$235K 0.12%
+492
BAMO icon
117
Brookstone Opportunities ETF
BAMO
$58.7M
$234K 0.12%
7,301
-1,278
UJUN icon
118
Innovator US Equity Ultra Buffer ETF June
UJUN
$84.4M
$234K 0.12%
+6,379
ZNOV
119
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$115M
$233K 0.12%
+8,832
BUFY
120
FT Vest Laddered International Moderate Buffer ETF
BUFY
$48.2M
$233K 0.12%
+10,708
BAMY icon
121
Brookstone Yield ETF
BAMY
$41.7M
$232K 0.12%
8,397
-1,410
META icon
122
Meta Platforms (Facebook)
META
$1.63T
$231K 0.12%
314
-410
PANW icon
123
Palo Alto Networks
PANW
$133B
$226K 0.11%
+1,111
RTX icon
124
RTX Corp
RTX
$235B
$222K 0.11%
+1,329
QCJL
125
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$74.2M
$222K 0.11%
9,514
-88
3 4
5
6 7