CB

Chris Bulman Portfolio holdings

AUM $200M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
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
176
$75.9K 0.05%
+485
177
$74.6K 0.05%
+406
178
$74K 0.05%
+757
179
$73.9K 0.05%
+942
180
$73.5K 0.05%
+1,277
181
$73.4K 0.05%
+1,848
182
$73.2K 0.05%
+2,136
183
$72.7K 0.05%
+1,371
184
$71.8K 0.05%
+1,529
185
$71.4K 0.05%
+418
186
$71.4K 0.05%
+500
187
$70.7K 0.05%
+2,932
188
$69.7K 0.05%
+614
189
$69K 0.05%
+687
190
$68.1K 0.05%
+428
191
$67.6K 0.05%
+2,427
192
$67.5K 0.05%
+410
193
$67.1K 0.05%
+251
194
$66.9K 0.05%
+85
195
$66.5K 0.05%
+229
196
$65.8K 0.05%
+1,759
197
$65.6K 0.04%
+622
198
$65.1K 0.04%
+1,413
199
$64.4K 0.04%
+469
200
$63.7K 0.04%
+388