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CB

Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
97.38%
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 years
Top 10 Avg Time Held
0 years
Top 20 Avg Time Held
0 years

Top Buys

Rank Stock Value
1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$11.7M
2
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.22M
3
AAPL icon
Apple
AAPL
+$8.75M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.94M
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$4.84M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.71%
2 Technology 9.82%
3 Industrials 2.18%
4 Consumer Staples 1.62%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
UJAN icon
126
Innovator US Equity Ultra Buffer ETF January
UJAN
$255M
$117K 0.08%
+3,154
New +$114K
2024 Q2
0 quarters
CME icon
127
CME Group
CME
$104B
$117K 0.08%
+593
New +$123K
2024 Q2
0 quarters
XSLV icon
128
Invesco S&P SmallCap Low Volatility ETF
XSLV
$233M
$115K 0.08%
+2,628
New +$114K
2024 Q2
0 quarters
UBER icon
129
Uber
UBER
$144B
$114K 0.08%
+1,571
New +$109K
2024 Q2
0 quarters
GILD icon
130
Gilead Sciences
GILD
$198B
$114K 0.08%
+1,658
New +$111K
2024 Q2
0 quarters
MCD icon
131
McDonald's
MCD
$172B
$112K 0.08%
+438
New +$116K
2024 Q2
0 quarters
CMCSA icon
132
Comcast
CMCSA
$76.9B
$108K 0.07%
+2,762
New +$108K
2024 Q2
0 quarters
PSTP icon
133
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$133M
$107K 0.07%
+3,496
New +$104K
2024 Q2
0 quarters
VZ icon
134
Verizon
VZ
$186B
$98.5K 0.07%
+2,388
New +$96.2K
2024 Q2
0 quarters
FFEB icon
135
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$96.1K 0.07%
+2,054
New +$93.4K
2024 Q2
0 quarters
ESGU icon
136
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$95.8K 0.07%
+803
New +$92.2K
2024 Q2
0 quarters
XYLD icon
137
Global X S&P 500 Covered Call ETF
XYLD
$3.42B
$92.1K 0.06%
+2,278
New +$91.8K
2024 Q2
0 quarters
MRK icon
138
Merck
MRK
$367B
$90.5K 0.06%
+731
New +$94.2K
2024 Q2
0 quarters
AEP icon
139
American Electric Power
AEP
$67.8B
$90.3K 0.06%
+1,029
New +$90K
2024 Q2
0 quarters
IVW icon
140
iShares S&P 500 Growth ETF
IVW
$78B
$89.5K 0.06%
+967
New +$83.4K
2024 Q2
0 quarters
HPQ icon
141
HP
HPQ
$27.7B
$88.1K 0.06%
+2,516
New +$79.8K
2024 Q2
0 quarters
PANW icon
142
Palo Alto Networks
PANW
$301B
$87.5K 0.06%
+516
New +$77.2K
2024 Q2
0 quarters
XOM icon
143
ExxonMobil
XOM
$718B
$87.5K 0.06%
+760
New +$88.5K
2024 Q2
0 quarters
ARKK icon
144
ARK Innovation ETF
ARKK
$8.83B
$86.8K 0.06%
+1,974
New +$88.2K
2024 Q2
0 quarters
KMB icon
145
Kimberly-Clark
KMB
$34.4B
$85.2K 0.06%
+616
New +$82.3K
2024 Q2
0 quarters
CAG icon
146
Conagra Brands
CAG
$6.82B
$84.6K 0.06%
+2,978
New +$89.5K
2024 Q2
0 quarters
IVE icon
147
iShares S&P 500 Value ETF
IVE
$49.8B
$84.3K 0.06%
+463
New +$84.3K
2024 Q2
0 quarters
ARKQ icon
148
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.81B
$84.2K 0.06%
+1,528
New +$82.6K
2024 Q2
0 quarters
SUB icon
149
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
$83.8K 0.06%
+802
New +$83.8K
2024 Q2
0 quarters
MUB icon
150
iShares National Muni Bond ETF
MUB
$49.2B
$83.6K 0.06%
+785
New +$83.6K
2024 Q2
0 quarters
4 5
6
7 8

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Chris Bulman's Q2 2024 Portfolio in Review

Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.

Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, followed by Technology and Industrials.

  • Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
  • Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
  • Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.

Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.