CB
Chris Bulman Portfolio holdings
AUM
$226M
1-Year Est. Return
14.71%
This Fund
S&P 500
1 Year Est. Return
+14.71%
AUM
$200M
AUM Growth
+$24.3M
(+14%)
Holding
152
Top Buys
| 1 | +$3.61M | |
| 2 | +$2.94M | |
| 3 | +$1.37M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.19M |
Top Sells
| 1 | +$1.29M | |
| 2 | +$1.05M | |
| 3 | +$938K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$833K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$713K |
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 Inc
WMT
$1.02T
| – | – |
-4,360
|
|
||
|
ZAPR
152
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$36.3M
| – | – |
-17,319
|
|