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Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+1.5%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$9.78M
Cap. Flow
+$8.42M
Cap. Flow %
5.37%
Top 10 Hldgs %
44.14%
Holding
127
New
14
Increased
52
Reduced
50
Closed
4
Avg Time Held
0.4 years
Top 10 Avg Time Held
0.4 years
Top 20 Avg Time Held
0.4 years

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$5.62M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.41M
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.26M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$859K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$822K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.17M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.12M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$994K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$705K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$701K

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.95%
2 Technology 9.83%
3 Consumer Discretionary 1.48%
4 Consumer Staples 1.32%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BJUL icon
126
Innovator US Equity Buffer ETF July
BJUL
$360M
– –
-6,131
Closed -$268K –
BSCO icon
127
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
– –
-11,115
Closed -$235K –
2 3 4 5
6

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 Q4 2024 Portfolio in Review

As of Q4 2024, Chris Bulman held 127 positions worth $157M, up 6.7% from $147M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $8.42M of net new capital in Q4 2024, opening 14 new positions and adding to 52 existing holdings. Its largest new stake was iShares Russell 2000 ETF: 24,635 shares worth $5.44M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, down from 84% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $2.17M trimmed.

  • Chris Bulman's largest Q4 2024 buy was iShares Russell 2000 ETF: 24,635 shares worth $5.44M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $1.41M increase.
  • Chris Bulman's biggest Q4 2024 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.17M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF June in Q4 2024, selling an estimated $406K.
  • Chris Bulman's ten largest holdings make up 44% of its $157M portfolio in Q4 2024.
  • Chris Bulman opened 14 new positions and closed 4 in Q4 2024.
  • Chris Bulman's portfolio value rose 6.7% quarter-over-quarter to $157M.

Based on Chris Bulman's 13F filing for Q4 2024, filed 10 Feb 2025.