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CB
Chris Bulman Portfolio holdings
AUM
$228M
1-Year Est. Return
16.59%
This Fund
S&P 500
This Quarter
Est. Return
-1.21%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
(+0.97%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9
Top Buys
Top Sells
| 1 |
First Trust International Developed Capital Strength ETF
FICS
|
+$3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 3 |
Intuit
INTU
|
+$1.03M |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
Vanguard Value ETF
VTV
|
+$432K |
Sector Composition
| 1 | Technology | 6.53% |
| 2 | Consumer Discretionary | 1.56% |
| 3 | Financials | 0.86% |
| 4 | Industrials | 0.67% |
| 5 | Consumer Staples | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.02B
| – | – |
-1,767
| Closed | -$203K |
|
|
152
Intuit
INTU
$76.5B
| – | – |
-1,557
| Closed | -$1.03M |
|
153
Eli Lilly
LLY
$1.03T
| – | – |
-246
| Closed | -$264K |
|
154
Las Vegas Sands
LVS
$29.7B
| – | – |
-3,395
| Closed | -$221K |
|
155
Palo Alto Networks
PANW
$289B
| – | – |
-1,174
| Closed | -$216K |
|
156
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
| – | – |
-3,795
| Closed | -$405K |
|
157
Truist Financial
TFC
$65.8B
| – | – |
-4,155
| Closed | -$204K |
|
158
Innovator US Equity Ultra Buffer ETF August
UAUG
$167M
| – | – |
-6,751
| Closed | -$270K |
|
159
Innovator US Equity Ultra Buffer ETF September
USEP
$153M
| – | – |
-6,851
| Closed | -$269K |
|
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