CB

Chris Bulman Portfolio holdings

AUM $226M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.34M
3
+$1.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.17M

Top Sells

1
+$594K
2
+$473K
3
+$464K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 6.71%
287,148
-12,525
2
$10.5M 6.64%
47,341
+484
3
$8.47M 5.35%
285,323
-3,378
4
$6.95M 4.39%
14,830
+2,509
5
$5.86M 3.7%
30,187
-1,325
6
$5.75M 3.63%
33,270
-1,415
7
$5.38M 3.4%
14,513
-645
8
$4.77M 3.01%
23,891
-744
9
$4.72M 2.98%
9,193
+3,260
10
$3.74M 2.36%
16,847
-564
11
$3.36M 2.12%
120,185
+47,893
12
$2.87M 1.81%
74,325
-3,031
13
$2.84M 1.79%
27,805
-1,058
14
$2.67M 1.68%
26,943
-2,456
15
$2.62M 1.66%
29,818
-2,060
16
$2.6M 1.64%
72,650
+33,549
17
$2.41M 1.52%
41,203
+16,472
18
$2.14M 1.35%
94,113
-4,208
19
$2.11M 1.33%
41,579
-1,329
20
$2.05M 1.3%
65,382
-1,564
21
$2M 1.26%
51,504
-156
22
$1.94M 1.23%
51,654
-2,686
23
$1.92M 1.22%
50,116
-7,283
24
$1.92M 1.21%
45,848
-1,338
25
$1.86M 1.17%
55,498
+22,576
1
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