CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.88M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.82%
2 Industrials 2.18%
3 Consumer Staples 1.62%
4 Financials 1.46%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$83.4K 0.06%
+1,933
152
$83.2K 0.06%
+777
153
$83K 0.06%
+5,116
154
$82.6K 0.06%
+4,157
155
$82.1K 0.06%
+1,303
156
$82K 0.06%
+161
157
$81.6K 0.06%
+822
158
$81.4K 0.06%
+887
159
$81.1K 0.06%
+500
160
$80.9K 0.06%
+2,808
161
$80.1K 0.05%
+784
162
$79.7K 0.05%
+795
163
$79.2K 0.05%
+1,480
164
$78.9K 0.05%
+4,026
165
$78.7K 0.05%
+672
166
$78.4K 0.05%
+2,019
167
$77.8K 0.05%
+675
168
$77.7K 0.05%
+1,916
169
$77.5K 0.05%
+6,179
170
$77.4K 0.05%
+1,581
171
$77.3K 0.05%
+1,340
172
$77.2K 0.05%
+1,075
173
$76.6K 0.05%
+5,809
174
$76.4K 0.05%
+1,447
175
$76.3K 0.05%
+700
5 6
7
8 9