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
$226M
AUM Growth
+$26.4M
(+13%)
Holding
166
Top Buys
| 1 | +$3.88M | |
| 2 | +$3.25M | |
| 3 | +$1.76M | |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$953K |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$951K |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.57M | |
| 3 | +$399K | |
| 4 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
+$373K |
| 5 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
+$354K |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Consumer Discretionary | 1.79% |
| 3 | Financials | 0.9% |
| 4 | Industrials | 0.73% |
| 5 | Consumer Staples | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco Senior Loan ETF
BKLN
$6.35B
| – | – |
-11,329
|
|
||
152
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.01B
| – | – |
-7,682
|
|
||
153
VanEck CLO ETF
CLOI
$1.31B
| – | – |
-6,524
|
|
||
154
Panagram BBB-B CLO ETF
CLOZ
$589M
| – | – |
-8,248
|
|
||
155
Healthpeak Properties
DOC
$12B
| – | – |
-10,328
|
|
||
156
Eversource Energy
ES
$25.9B
| – | – |
-2,847
|
|
||
157
iShares Bitcoin Trust
IBIT
$59B
| – | – |
-3,211
|
|
||
|
158
Invesco AAA CLO Floating Rate Note ETF
ICLO
$441M
| – | – |
-14,581
|
|
||
159
Janus Henderson AAA CLO ETF
JAAA
$26.7B
| – | – |
-30,825
|
|
||
160
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.64B
| – | – |
-5,302
|
|
||
161
Realty Income
O
$59.6B
| – | – |
-3,413
|
|
||
162
Oracle
ORCL
$488B
| – | – |
-914
|
|
||
|
163
Innovator US Equity Ultra Buffer ETF July
UJUL
$143M
| – | – |
-9,287
|
|
||
164
Innovator US Equity Ultra Buffer ETF June
UJUN
$77.4M
| – | – |
-6,379
|
|
||
165
Innovator US Equity Ultra Buffer ETF March
UMAR
$146M
| – | – |
-6,038
|
|
||
166
Verizon
VZ
$188B
| – | – |
-4,720
|
|