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
$226M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$952K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$949K

Top Sells

1
+$1.62M
2
+$1.57M
3
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BJUL icon
126
Innovator US Equity Buffer ETF July
BJUL
$271M
$238K 0.11%
4,687
-5,430
BJAN icon
127
Innovator US Equity Buffer ETF January
BJAN
$322M
$235K 0.1%
+4,263
J icon
128
Jacobs Solutions
J
$16.4B
$234K 0.1%
1,769
KNG icon
129
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.52B
$231K 0.1%
+4,706
XLV icon
130
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
$230K 0.1%
1,488
+10
TOTL icon
131
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.08B
$226K 0.1%
+5,615
QCJL
132
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$72.5M
$224K 0.1%
9,447
-67
AMGN icon
133
Amgen
AMGN
$177B
$223K 0.1%
+681
USB icon
134
US Bancorp
USB
$83.2B
$221K 0.1%
4,149
-90
LVS icon
135
Las Vegas Sands
LVS
$40.5B
$221K 0.1%
+3,395
DJUN icon
136
FT Vest US Equity Deep Buffer ETF June
DJUN
$278M
$220K 0.1%
4,642
UNP icon
137
Union Pacific
UNP
$135B
$219K 0.1%
+945
PANW icon
138
Palo Alto Networks
PANW
$133B
$216K 0.1%
1,174
+63
ZDEK
139
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$128M
$213K 0.09%
8,284
KEY icon
140
KeyCorp
KEY
$22.7B
$208K 0.09%
10,076
-202
FJAN icon
141
FT Vest US Equity Buffer ETF January
FJAN
$1.09B
$207K 0.09%
4,002
-76
GILD icon
142
Gilead Sciences
GILD
$154B
$206K 0.09%
+1,677
TFC icon
143
Truist Financial
TFC
$63.7B
$204K 0.09%
+4,155
BJUN icon
144
Innovator US Equity Buffer ETF June
BJUN
$138M
$204K 0.09%
4,357
-5,779
ARKQ icon
145
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.03B
$203K 0.09%
+1,767
T icon
146
AT&T
T
$167B
$202K 0.09%
8,119
-2,193
POR icon
147
Portland General Electric
POR
$5.54B
$200K 0.09%
+4,176
HBAN icon
148
Huntington Bancshares
HBAN
$27.8B
$199K 0.09%
11,465
-233
F icon
149
Ford
F
$55.1B
$185K 0.08%
14,106
-3,621
JAJL
150
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$236M
– –
-11,036
3 4 5
6
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