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
$228M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.69M
3
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
+$3M
2
+$2.59M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
126
American Express
AXP
$223B
$243K 0.11%
802
-82
BAMY icon
127
Brookstone Yield ETF
BAMY
$46.2M
$241K 0.11%
8,813
-216
BINC icon
128
BlackRock Flexible Income ETF
BINC
$17B
$238K 0.1%
4,588
+38
FAI
129
First Trust Bloomberg Artificial Intelligence ETF
FAI
$43.9M
$236K 0.1%
6,355
-885
BJUL icon
130
Innovator US Equity Buffer ETF July
BJUL
$269M
$233K 0.1%
4,687
QCJL
131
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$68.4M
$228K 0.1%
9,723
+276
J icon
132
Jacobs Solutions
J
$14.8B
$225K 0.1%
1,769
UNP icon
133
Union Pacific
UNP
$149B
$223K 0.1%
917
-28
TOTL icon
134
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.21B
$221K 0.1%
5,553
-62
DJUN icon
135
FT Vest US Equity Deep Buffer ETF June
DJUN
$318M
$218K 0.1%
4,642
XLV icon
136
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$218K 0.1%
1,488
GILD icon
137
Gilead Sciences
GILD
$172B
$218K 0.1%
1,563
-114
EIX icon
138
Edison International
EIX
$27.6B
$218K 0.1%
+2,974
KMI icon
139
Kinder Morgan
KMI
$70.7B
$214K 0.09%
+6,376
USB icon
140
US Bancorp
USB
$86.3B
$213K 0.09%
4,101
-48
ZDEK
141
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$118M
$212K 0.09%
8,284
MCD icon
142
McDonald's
MCD
$218B
$212K 0.09%
681
-105
AMGN icon
143
Amgen
AMGN
$188B
$210K 0.09%
597
-84
CMI icon
144
Cummins
CMI
$84.2B
$204K 0.09%
380
-141
POR icon
145
Portland General Electric
POR
$6.09B
$204K 0.09%
3,861
-315
BJUN icon
146
Innovator US Equity Buffer ETF June
BJUN
$138M
$201K 0.09%
4,347
-10
T icon
147
AT&T
T
$184B
$200K 0.09%
6,905
-1,214
KEY icon
148
KeyCorp
KEY
$23.6B
$198K 0.09%
9,858
-218
HBAN icon
149
Huntington Bancshares
HBAN
$33.8B
$175K 0.08%
11,154
-311
F icon
150
Ford
F
$49.9B
$131K 0.06%
11,368
-2,738
3 4 5
6
7