CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.88M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

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
101
$171K 0.12%
+4,614
102
$163K 0.11%
+2,874
103
$159K 0.11%
+688
104
$156K 0.11%
+4,967
105
$153K 0.1%
+510
106
$153K 0.1%
+3,046
107
$148K 0.1%
+3,283
108
$147K 0.1%
+2,823
109
$142K 0.1%
+1,371
110
$142K 0.1%
+1,041
111
$140K 0.1%
+6,048
112
$140K 0.1%
+4,731
113
$139K 0.1%
+2,329
114
$138K 0.09%
+760
115
$138K 0.09%
+3,472
116
$138K 0.09%
+682
117
$137K 0.09%
+754
118
$131K 0.09%
+6,877
119
$130K 0.09%
+1,616
120
$127K 0.09%
+2,736
121
$125K 0.09%
+1,660
122
$124K 0.09%
+513
123
$124K 0.08%
+1,269
124
$123K 0.08%
+559
125
$119K 0.08%
+2,085
3 4
5
6 7