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
$157M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.4M
3
+$1.21M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$854K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$785K

Top Sells

1
+$2.13M
2
+$2.02M
3
+$975K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$709K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$675K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 1.48%
3 Consumer Staples 1.32%
4 Industrials 1.31%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.17%
2,295
+84
102
$264K 0.17%
5,310
-257
103
$264K 0.17%
8,633
-72
104
$263K 0.17%
4,214
+34
105
$262K 0.17%
8,629
-76
106
$250K 0.16%
5,234
-42,183
107
$243K 0.15%
818
+46
108
$242K 0.15%
3,974
-150
109
$240K 0.15%
+13,107
110
$237K 0.15%
+7,963
111
$236K 0.15%
1,787
112
$233K 0.15%
8,802
-54
113
$233K 0.15%
4,049
+6
114
$228K 0.15%
3,231
-50
115
$223K 0.14%
8,235
116
$213K 0.14%
1,619
-99
117
$213K 0.14%
+1,127
118
$212K 0.14%
4,779
-6,168
119
$209K 0.13%
+870
120
$208K 0.13%
4,392
-13
121
$204K 0.13%
+451
122
$203K 0.13%
1,478
123
$201K 0.13%
+4,642
124
– –
-9,977
125
– –
-6,131
2 3 4
5
6