CB
Chris Bulman Portfolio holdings
AUM
$228M
1-Year Est. Return
16.59%
This Fund
S&P 500
1 Year Est. Return
+16.59%
AUM
$228M
AUM Growth
+$2.19M
(+0.97%)
Holding
159
Top Buys
| 1 | +$5.08M | |
| 2 | +$3.69M | |
| 3 | +$1.89M | |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.1M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$643K |
Top Sells
| 1 | +$3M | |
| 2 | +$2.59M | |
| 3 | +$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
Innovator US Equity Ultra Buffer ETF September
USEP
$152M
| – | – |
-6,851
|
|
||
152
Innovator US Equity Ultra Buffer ETF August
UAUG
$167M
| – | – |
-6,751
|
|
||
153
Truist Financial
TFC
$61.5B
| – | – |
-4,155
|
|
||
154
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$47.2B
| – | – |
-3,795
|
|
||
155
Palo Alto Networks
PANW
$133B
| – | – |
-1,174
|
|
||
156
Las Vegas Sands
LVS
$36.8B
| – | – |
-3,395
|
|
||
157
Eli Lilly
LLY
$809B
| – | – |
-246
|
|
||
158
Intuit
INTU
$108B
| – | – |
-1,557
|
|
||
159
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
| – | – |
-1,767
|
|