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
201
$63.1K 0.04%
+617
202
$61.7K 0.04%
+132
203
$60.8K 0.04%
+1,496
204
$58.2K 0.04%
+1,108
205
$57.4K 0.04%
+811
206
$55.7K 0.04%
+1,210
207
$54.3K 0.04%
+211
208
$54K 0.04%
+3,056
209
$53.8K 0.04%
+230
210
$53.2K 0.04%
+500
211
$53K 0.04%
+330
212
$51K 0.03%
+1,099
213
$50.6K 0.03%
+671
214
$50.5K 0.03%
+695
215
$49.2K 0.03%
+728
216
$48K 0.03%
+1,156
217
$46.2K 0.03%
+4,893
218
$45.9K 0.03%
+776
219
$45.6K 0.03%
+545
220
$44.6K 0.03%
+114
221
$43.7K 0.03%
+1,308
222
$42.9K 0.03%
+893
223
$42.6K 0.03%
+969
224
$41K 0.03%
+651
225
$40.9K 0.03%
+272
7 8
9
10 11