CB
Chris Bulman Portfolio holdings
AUM $175M
This Quarter Return
-2.79%
1 Year Return
+12.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$1.69M (+1%)
Cap. Flow
+$6.76M
Cap. Flow % of AUM
4.27%
Top 10 Holdings %Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15
Top Buys
| 1 | $1.68M | |
| 2 | $1.34M | |
| 3 | $1.2M | |
| 4 | $1.18M | |
| 5 | $1.17M |
Top Sells
| 1 | $594K | |
| 2 | $473K | |
| 3 | $464K | |
| 4 | $359K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -15,342 | Closed | -$309K | |||
| – | – | -13,107 | Closed | -$240K | |||
| – | – | -7,838 | Closed | -$336K | |||
| – | – | -4,642 | Closed | -$201K | |||
| – | – | -3,231 | Closed | -$228K | |||
| – | – | -6,398 | Closed | -$294K | |||
| – | – | -4,392 | Closed | -$208K | |||
| – | – | -1,127 | Closed | -$213K | |||
| – | – | -4,049 | Closed | -$233K | |||
| – | – | -6,753 | Closed | -$473K | |||
| – | – | -3,974 | Closed | -$242K |
