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CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
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
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$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
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$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
$245B
$243K 0.11%
802
-82
-9% -$27.5K
BAMY icon
127
Brookstone Yield ETF
BAMY
$44.9M
$241K 0.11%
8,813
-216
-2% -$6K
BINC icon
128
BlackRock Flexible Income ETF
BINC
$16.1B
$238K 0.1%
4,588
+38
+0.8% +$2K
FAI
129
First Trust Bloomberg Artificial Intelligence ETF
FAI
$158M
$236K 0.1%
6,355
-885
-12% -$35.4K
BJUL icon
130
Innovator US Equity Buffer ETF July
BJUL
$293M
$233K 0.1%
4,687
– –
QCJL
131
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.3M
$228K 0.1%
9,723
+276
+3% +$6.55K
J icon
132
Jacobs Solutions
J
$15.3B
$225K 0.1%
1,769
– –
UNP icon
133
Union Pacific
UNP
$171B
$223K 0.1%
917
-28
-3% -$6.86K
TOTL icon
134
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$221K 0.1%
5,553
-62
-1% -$2.49K
DJUN icon
135
FT Vest US Equity Deep Buffer ETF June
DJUN
$340M
$218K 0.1%
4,642
– –
XLV icon
136
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
$218K 0.1%
1,488
– –
GILD icon
137
Gilead Sciences
GILD
$164B
$218K 0.1%
1,563
-114
-7% -$16K
EIX icon
138
Edison International
EIX
$29.5B
$218K 0.1%
+2,974
New +$201K
KMI icon
139
Kinder Morgan
KMI
$71.6B
$214K 0.09%
+6,376
New +$199K
USB icon
140
US Bancorp
USB
$98.2B
$213K 0.09%
4,101
-48
-1% -$2.64K
ZDEK
141
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$112M
$212K 0.09%
8,284
– –
MCD icon
142
McDonald's
MCD
$188B
$212K 0.09%
681
-105
-13% -$33.5K
AMGN icon
143
Amgen
AMGN
$193B
$210K 0.09%
597
-84
-12% -$29.9K
CMI icon
144
Cummins
CMI
$91.9B
$204K 0.09%
380
-141
-27% -$79.8K
POR icon
145
Portland General Electric
POR
$6.04B
$204K 0.09%
3,861
-315
-8% -$16.2K
BJUN icon
146
Innovator US Equity Buffer ETF June
BJUN
$311M
$201K 0.09%
4,347
-10
-0.2% -$469
T icon
147
AT&T
T
$149B
$200K 0.09%
6,905
-1,214
-15% -$32.4K
KEY icon
148
KeyCorp
KEY
$25.4B
$198K 0.09%
9,858
-218
-2% -$4.57K
HBAN icon
149
Huntington Bancshares
HBAN
$36.7B
$175K 0.08%
11,154
-311
-3% -$5.31K
F icon
150
Ford
F
$56.5B
$131K 0.06%
11,368
-2,738
-19% -$36.1K
3 4 5
6
7

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