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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
97.38%
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–

Top Buys

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$11.7M
2
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.22M
3
AAPL icon
Apple
AAPL
+$8.75M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DJAN icon
101
FT Vest US Equity Deep Buffer ETF January
DJAN
$475M
$171K 0.12%
+4,614
New +$167K
JEPI icon
102
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$163K 0.11%
+2,874
New +$163K
AXP icon
103
American Express
AXP
$243B
$159K 0.11%
+688
New +$159K
BSTP icon
104
Innovator Buffer Step-Up Strategy ETF
BSTP
$60M
$156K 0.11%
+4,967
New +$151K
FDX icon
105
FedEx
FDX
$75.3B
$153K 0.1%
+510
New +$133K
VTEB icon
106
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$153K 0.1%
+3,046
New +$152K
IUSB icon
107
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$148K 0.1%
+3,283
New +$148K
CLOA icon
108
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.16B
$147K 0.1%
+2,823
New +$146K
ABT icon
109
Abbott
ABT
$175B
$142K 0.1%
+1,371
New +$145K
UPS icon
110
United Parcel Service
UPS
$99.3B
$142K 0.1%
+1,041
New +$149K
BUFG icon
111
FT Vest Buffered Allocation Growth ETF
BUFG
$327M
$140K 0.1%
+6,048
New +$137K
BUFQ icon
112
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.49B
$140K 0.1%
+4,731
New +$136K
BNY
113
Bank of New York Mellon
BNY
$108B
$139K 0.1%
+2,329
New +$135K
GOOGL icon
114
Alphabet (Google) Class A
GOOGL
$4.23T
$138K 0.09%
+760
New +$128K
BAC icon
115
Bank of America
BAC
$431B
$138K 0.09%
+3,472
New +$133K
JPM icon
116
JPMorgan Chase
JPM
$913B
$138K 0.09%
+682
New +$133K
BA icon
117
Boeing
BA
$170B
$137K 0.09%
+754
New +$134K
T icon
118
AT&T
T
$152B
$131K 0.09%
+6,877
New +$120K
DD icon
119
DuPont de Nemours
DD
$18.3B
$130K 0.09%
+1,287
New +$126K
GM icon
120
General Motors
GM
$69.6B
$127K 0.09%
+2,736
New +$124K
FIS icon
121
Fidelity National Information Services
FIS
$21.7B
$125K 0.09%
+1,660
New +$123K
EFX icon
122
Equifax
EFX
$21B
$124K 0.09%
+513
New +$122K
TTD icon
123
Trade Desk
TTD
$8.76B
$124K 0.08%
+1,269
New +$114K
LOW icon
124
Lowe's Companies
LOW
$119B
$123K 0.08%
+559
New +$128K
EEMV icon
125
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.42B
$119K 0.08%
+2,085
New +$118K
3 4
5
6 7

Similar funds

CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
Allie Family Office Miami, Florida $228M AUM 17.95% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return

Chris Bulman's Q2 2024 Portfolio in Review

Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.

Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Industrials and Consumer Staples.

  • Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
  • Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
  • Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.

Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.