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
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOBL icon
126
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
– –
-27,805
NJUL icon
127
Innovator Growth-100 Power Buffer ETF July
NJUL
$262M
– –
-15,097
NJAN icon
128
Innovator Growth-100 Power Buffer ETF January
NJAN
$307M
– –
-6,148
MOAT icon
129
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
– –
-29,818
KJUL icon
130
Innovator US Small Cap Power Buffer ETF July
KJUL
$158M
– –
-41,134
JPM icon
131
JPMorgan Chase
JPM
$863B
– –
-938
JNJ icon
132
Johnson & Johnson
JNJ
$454B
– –
-2,348
JMBS icon
133
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.43B
– –
-6,400
IJAN icon
134
Innovator International Developed Power Buffer ETF January
IJAN
$172M
– –
-36,146
CLOZ icon
135
Panagram BBB-B CLO ETF
CLOZ
$858M
– –
-9,856
BX icon
136
Blackstone
BX
$113B
– –
-1,698
BRK.B icon
137
Berkshire Hathaway Class B
BRK.B
$1.07T
– –
-377
BOCT icon
138
Innovator US Equity Buffer ETF October
BOCT
$233M
– –
-6,382
BNOV icon
139
Innovator US Equity Buffer ETF November
BNOV
$136M
– –
-8,739
BKLN icon
140
Invesco Senior Loan ETF
BKLN
$6.77B
– –
-13,550
BAMU icon
141
Brookstone Ultra-Short Bond ETF
BAMU
$72.1M
– –
-7,994
2 3 4 5
6