CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.05M
3
+$1.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.22M

Top Sells

1
+$1.38M
2
+$1.1M
3
+$966K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$856K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLOZ icon
126
Panagram BBB-B CLO ETF
CLOZ
$765M
$221K 0.11%
+8,248
DJUN icon
127
FT Vest US Equity Deep Buffer ETF June
DJUN
$278M
$216K 0.11%
4,642
CMI icon
128
Cummins
CMI
$78B
$213K 0.11%
504
-498
F icon
129
Ford
F
$55.1B
$212K 0.11%
17,727
+949
FDEC icon
130
FT Vest US Equity Buffer ETF December
FDEC
$1.26B
$211K 0.11%
4,290
ZDEK
131
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$128M
$209K 0.1%
8,284
IBIT icon
132
iShares Bitcoin Trust
IBIT
$76.1B
$209K 0.1%
+3,211
VZ icon
133
Verizon
VZ
$168B
$207K 0.1%
+4,720
O icon
134
Realty Income
O
$55.4B
$207K 0.1%
+3,413
XLV icon
135
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
$206K 0.1%
+1,478
USB icon
136
US Bancorp
USB
$83.2B
$205K 0.1%
+4,239
FJAN icon
137
FT Vest US Equity Buffer ETF January
FJAN
$1.09B
$205K 0.1%
+4,078
ES icon
138
Eversource Energy
ES
$26.2B
$203K 0.1%
+2,847
HBAN icon
139
Huntington Bancshares
HBAN
$27.8B
$202K 0.1%
11,698
+847
AMAT icon
140
Applied Materials
AMAT
$239B
$201K 0.1%
+980
DOC icon
141
Healthpeak Properties
DOC
$12B
$198K 0.1%
+10,328
KEY icon
142
KeyCorp
KEY
$22.7B
$192K 0.1%
+10,278
ZAPR
143
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$38.1M
– –
-17,319
WMT icon
144
Walmart Inc
WMT
$957B
– –
-4,360
WCN icon
145
Waste Connections
WCN
$42.2B
– –
-2,169
UJAN icon
146
Innovator US Equity Ultra Buffer ETF January
UJAN
$231M
– –
-6,912
UFEB icon
147
Innovator US Equity Ultra Buffer ETF February
UFEB
$158M
– –
-7,634
UAPR icon
148
Innovator US Equity Ultra Buffer ETF April
UAPR
$150M
– –
-8,282
LLY icon
149
Eli Lilly
LLY
$961B
– –
-457
GILD icon
150
Gilead Sciences
GILD
$154B
– –
-2,092
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