CB
Chris Bulman Portfolio holdings
AUM
$175M
This Quarter Return
+7.62%
1 Year Return
+12.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+11%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
41.96%
Holding
141
New
20
Increased
40
Reduced
48
Closed
21
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.7M |
| 2 |
First Trust International Developed Capital Strength ETF
FICS
|
$4.32M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.86M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.85M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.94M |
Top Sells
Sector Composition
| 1 | Technology | 8.84% |
| 2 | Consumer Discretionary | 1.44% |
| 3 | Consumer Staples | 1.28% |
| 4 | Industrials | 0.77% |
| 5 | Financials | 0.73% |
