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
$157M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.4M
3
+$1.21M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$854K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$785K

Top Sells

1
+$2.13M
2
+$2.02M
3
+$975K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$709K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$675K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 1.48%
3 Consumer Staples 1.32%
4 Industrials 1.31%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 7.49%
46,857
+211
2
$11.2M 7.18%
299,673
-18,892
3
$8.8M 5.61%
288,701
+481
4
$6.3M 4.02%
12,321
+490
5
$6.22M 3.97%
15,158
+294
6
$6.17M 3.94%
31,512
-4,979
7
$5.87M 3.75%
34,685
+2,237
8
$5.44M 3.47%
+24,635
9
$4.18M 2.67%
17,411
-1,309
10
$3.2M 2.04%
5,933
+2,604
11
$3.01M 1.92%
77,356
-2,328
12
$2.96M 1.89%
31,878
-7,280
13
$2.87M 1.83%
28,863
+1,175
14
$2.85M 1.82%
29,399
-22,012
15
$2.24M 1.43%
57,399
-461
16
$2.18M 1.39%
42,908
+3,648
17
$2.17M 1.39%
56,437
+690
18
$2.13M 1.36%
98,321
-12,796
19
$2.1M 1.34%
66,946
-3,662
20
$2.09M 1.33%
54,340
+22,236
21
$2.04M 1.3%
51,660
+9,684
22
$2.03M 1.3%
47,186
+3,554
23
$1.98M 1.26%
72,292
+44,344
24
$1.94M 1.24%
53,955
+751
25
$1.83M 1.17%
36,332
-2,639
1
2 3 4 5