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
$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
1
$11.7M 8%
318,565
-15,768
2
$10.9M 7.4%
46,646
-249
3
$8.61M 5.86%
288,220
-38,614
4
$7.23M 4.92%
36,491
-2,082
5
$5.77M 3.93%
11,831
+2,379
6
$5.71M 3.88%
14,864
+1,283
7
$5.66M 3.86%
32,448
+3,033
8
$5.21M 3.54%
51,411
+4,206
9
$4.44M 3.02%
18,720
-3,301
10
$3.8M 2.58%
39,158
+2,702
11
$3.06M 2.08%
79,684
-1,256
12
$2.96M 2.01%
27,688
+3,254
13
$2.54M 1.73%
111,117
-21,750
14
$2.5M 1.7%
47,417
+2,807
15
$2.23M 1.52%
57,860
+25,373
16
$2.18M 1.48%
70,608
+4,698
17
$2.11M 1.44%
55,747
+24,444
18
$2M 1.36%
39,260
-1,686
19
$1.97M 1.34%
38,971
+4,609
20
$1.88M 1.28%
43,632
-1,585
21
$1.88M 1.28%
53,204
-9,756
22
$1.76M 1.2%
3,329
+2,063
23
$1.63M 1.11%
41,976
-6,336
24
$1.62M 1.1%
1,829
+14
25
$1.56M 1.06%
43,284
-8,581
1
2 3 4 5