CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.15%
8,282
-2,585
102
$258K 0.15%
9,704
-1,555
103
$244K 0.14%
7,889
-19
104
$242K 0.14%
2,211
105
$239K 0.14%
1,619
106
$238K 0.14%
4,439
-40
107
$233K 0.13%
1,769
-18
108
$232K 0.13%
8,235
109
$232K 0.13%
+2,092
110
$216K 0.12%
+989
111
$216K 0.12%
4,120
-1,457
112
$215K 0.12%
+9,602
113
$209K 0.12%
+4,642
114
$204K 0.12%
699
+41
115
$204K 0.12%
+1,435
116
$203K 0.12%
+8,284
117
$203K 0.12%
+735
118
$200K 0.11%
+4,290
119
$182K 0.1%
16,778
+5,567
120
$182K 0.1%
+10,851
121
– –
-6,148
122
– –
-7,994
123
– –
-13,550
124
– –
-8,739
125
– –
-6,382
2 3 4
5
6