CB

Chris Bulman Portfolio holdings

AUM $200M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.17M

Top Sells

1
+$594K
2
+$473K
3
+$464K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

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
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127
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129
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-4,642
130
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-7,838
131
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-13,107
132
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-15,342
133
– –
-15,940
134
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-15,969
135
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-15,059
136
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-8,228
2 3 4 5
6