CB
Chris Bulman Portfolio holdings
AUM
$200M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$200M
AUM Growth
+$24.3M
(+14%)
Holding
152
Top Buys
| 1 | +$3.74M | |
| 2 | +$3.05M | |
| 3 | +$1.43M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.22M |
Top Sells
| 1 | +$1.38M | |
| 2 | +$1.1M | |
| 3 | +$966K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$856K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Walmart
WMT
$881B
| – | – |
-4,360
|
|
||
|
ZAPR
152
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$39.1M
| – | – |
-17,319
|
|