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Chris Bulman Portfolio holdings
AUM
$228M
1-Year Est. Return
16.59%
This Fund
S&P 500
This Quarter
Est. Return
-2.79%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$1.69M
(+1.1%)
Cap. Flow
+$7.01M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.76M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.27M |
| 4 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$1.23M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$583K |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$473K |
| 3 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$472K |
| 4 |
Innovator US Equity Buffer ETF August
BAUG
|
+$359K |
| 5 |
Innovator US Equity Buffer ETF September
BSEP
|
+$336K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.73% |
| 2 | Consumer Staples | 1.5% |
| 3 | Industrials | 1.32% |
| 4 | Consumer Discretionary | 1.3% |
| 5 | Financials | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
| – | – |
-15,342
| Closed | -$309K |
|
127
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
| – | – |
-13,107
| Closed | -$240K |
|
|
128
Innovator US Equity Buffer ETF September
BSEP
$215M
| – | – |
-7,838
| Closed | -$336K |
|
129
FT Vest US Equity Deep Buffer ETF June
DJUN
$344M
| – | – |
-4,642
| Closed | -$201K |
|
130
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.21B
| – | – |
-3,231
| Closed | -$228K |
|
131
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
| – | – |
-6,398
| Closed | -$294K |
|
132
FT Vest US Equity Buffer ETF May
FMAY
$1.41B
| – | – |
-4,392
| Closed | -$208K |
|
133
Alphabet (Google) Class A
GOOGL
$4.35T
| – | – |
-1,127
| Closed | -$213K |
|
134
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
| – | – |
-4,049
| Closed | -$233K |
|
|
135
Invesco S&P 500 Low Volatility ETF
SPLV
$7.14B
| – | – |
-6,753
| Closed | -$473K |
|
136
Invesco S&P MidCap Low Volatility ETF
XMLV
$753M
| – | – |
-3,974
| Closed | -$242K |
|
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Chris Bulman's Q1 2025 Portfolio in Review
As of Q1 2025, Chris Bulman held 136 positions worth $158M, up 1.1% from $157M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Chris Bulman deployed $7.01M of net new capital in Q1 2025, opening 13 new positions and adding to 41 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF February: 28,025 shares worth $1.16M.
By sector, the portfolio is most concentrated in Technology at 8.7% of assets, down from 9.8% a quarter earlier, followed by Consumer Staples and Industrials.
On the sell side, the largest reduction was iShares MSCI USA Min Vol Factor ETF, an estimated $583K trimmed.
- Chris Bulman's largest Q1 2025 buy was Innovator US Equity Buffer ETF February: 28,025 shares worth $1.16M.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $1.76M increase.
- Chris Bulman's biggest Q1 2025 reduction was iShares MSCI USA Min Vol Factor ETF, cutting an estimated $583K.
- Chris Bulman fully exited Invesco S&P 500 Low Volatility ETF in Q1 2025, selling an estimated $473K.
- Chris Bulman's ten largest holdings make up 42% of its $158M portfolio in Q1 2025.
- Chris Bulman opened 13 new positions and closed 15 in Q1 2025.
- Chris Bulman's portfolio value rose 1.1% quarter-over-quarter to $158M.
Based on Chris Bulman's 13F filing for Q1 2025, filed 15 Apr 2025.