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
$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
UAPR icon
101
Innovator US Equity Ultra Buffer ETF April
UAPR
$158M
$259K 0.15%
8,282
-2,585
BUFD icon
102
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.49B
$258K 0.15%
9,704
-1,555
QMAR icon
103
FT Vest Growth-100 Buffer ETF March
QMAR
$460M
$244K 0.14%
7,889
-19
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$85.9B
$242K 0.14%
2,211
XLI icon
105
Industrial Select Sector SPDR Fund
XLI
$23.8B
$239K 0.14%
1,619
FJUN icon
106
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
$238K 0.14%
4,439
-40
J icon
107
Jacobs Solutions
J
$18.4B
$233K 0.13%
1,769
-18
ZJUL
108
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$160M
$232K 0.13%
8,235
GILD icon
109
Gilead Sciences
GILD
$147B
$232K 0.13%
+2,092
ORCL icon
110
Oracle
ORCL
$686B
$216K 0.12%
+989
SPYV icon
111
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
$216K 0.12%
4,120
-1,457
QCJL
112
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$80.8M
$215K 0.12%
+9,602
DJUN icon
113
FT Vest US Equity Deep Buffer ETF June
DJUN
$283M
$209K 0.12%
+4,642
MCD icon
114
McDonald's
MCD
$213B
$204K 0.12%
699
+41
AMD icon
115
Advanced Micro Devices
AMD
$397B
$204K 0.12%
+1,435
ZDEK
116
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$113M
$203K 0.12%
+8,284
AVGO icon
117
Broadcom
AVGO
$1.69T
$203K 0.12%
+735
FDEC icon
118
FT Vest US Equity Buffer ETF December
FDEC
$1.1B
$200K 0.11%
+4,290
F icon
119
Ford
F
$52.4B
$182K 0.1%
16,778
+5,567
HBAN icon
120
Huntington Bancshares
HBAN
$24.7B
$182K 0.1%
+10,851
YSEP icon
121
FT Vest International Equity Buffer ETF September
YSEP
$98.6M
– –
-94,113
XLV icon
122
Health Care Select Sector SPDR Fund
XLV
$36.3B
– –
-1,478
UNP icon
123
Union Pacific
UNP
$133B
– –
-1,408
STZ icon
124
Constellation Brands
STZ
$22.5B
– –
-1,165
RTX icon
125
RTX Corp
RTX
$240B
– –
-1,658
2 3 4
5
6