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
$158M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.17M

Top Sells

1
+$594K
2
+$473K
3
+$464K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.16%
1,712
-9
102
$253K 0.16%
7,186
-1,543
103
$246K 0.16%
4,214
104
$242K 0.15%
5,692
+913
105
$237K 0.15%
1,698
-131
106
$231K 0.15%
2,211
-84
107
$230K 0.15%
938
+68
108
$224K 0.14%
7,908
-55
109
$223K 0.14%
4,479
-1,284
110
$220K 0.14%
8,235
111
$220K 0.14%
+1,658
112
$219K 0.14%
+7,726
113
$216K 0.14%
1,478
114
$214K 0.14%
1,787
115
$214K 0.14%
+1,165
116
$212K 0.13%
1,619
117
$205K 0.13%
+658
118
$202K 0.13%
+7,994
119
$202K 0.13%
750
-68
120
$201K 0.13%
377
-74
121
$112K 0.07%
+11,211
122
– –
-3,974
123
– –
-6,753
124
– –
-4,049
125
– –
-1,127
2 3 4
5
6