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
$147M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.09M
3
+$978K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$925K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$798K

Top Sells

1
+$1.15M
2
+$939K
3
+$783K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$581K
5
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$496K

Sector Composition

1 Technology 9.85%
2 Industrials 1.51%
3 Consumer Discretionary 1.39%
4 Consumer Staples 1.34%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,008
177
– –
-3,862
178
– –
-85
179
– –
-12
180
– –
-114
181
– –
-822
182
– –
-4,614
183
– –
-4,642
184
– –
-79
185
– –
-4,026
186
– –
-1,371
187
– –
-290
188
– –
-795
189
– –
-322
190
– –
-100
191
– –
-1,529
192
– –
-3
193
– –
-166
194
– –
-300
195
– –
-2,085
196
– –
-617
197
– –
-430
198
– –
-513
199
– –
-1,075
200
– –
-2
6 7
8
9 10