CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.88M
3 +$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$117K 0.08%
+3,154
127
$117K 0.08%
+593
128
$115K 0.08%
+2,628
129
$114K 0.08%
+1,571
130
$114K 0.08%
+1,658
131
$112K 0.08%
+438
132
$108K 0.07%
+2,762
133
$107K 0.07%
+3,496
134
$98.5K 0.07%
+2,388
135
$96.1K 0.07%
+2,054
136
$95.8K 0.07%
+803
137
$92.1K 0.06%
+2,278
138
$90.5K 0.06%
+731
139
$90.3K 0.06%
+1,029
140
$89.5K 0.06%
+967
141
$88.1K 0.06%
+2,516
142
$87.5K 0.06%
+516
143
$87.5K 0.06%
+760
144
$86.8K 0.06%
+1,974
145
$85.2K 0.06%
+616
146
$84.6K 0.06%
+2,978
147
$84.3K 0.06%
+463
148
$84.2K 0.06%
+1,528
149
$83.8K 0.06%
+802
150
$83.6K 0.06%
+785