CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.94M
3
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
+$1.29M
2
+$1.05M
3
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.14%
4,180
-34
102
$265K 0.13%
1,769
103
$263K 0.13%
2,211
104
$257K 0.13%
914
-75
105
$253K 0.13%
7,854
-35
106
$250K 0.13%
1,619
107
$247K 0.12%
4,413
-26
108
$247K 0.12%
8,581
+346
109
$244K 0.12%
7,287
-1,273
110
$242K 0.12%
+5,302
111
$237K 0.12%
781
+82
112
$237K 0.12%
+11,329
113
$236K 0.12%
+6,038
114
$235K 0.12%
+5,989
115
$235K 0.12%
+6,078
116
$235K 0.12%
+492
117
$234K 0.12%
7,301
-1,278
118
$234K 0.12%
+6,379
119
$233K 0.12%
+8,832
120
$233K 0.12%
+10,708
121
$232K 0.12%
8,397
-1,410
122
$231K 0.12%
314
-410
123
$226K 0.11%
+1,111
124
$222K 0.11%
+1,329
125
$222K 0.11%
9,514
-88
3 4
5
6 7