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
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 6.87%
21,834
+7,004
2
$9.92M 5.65%
17,463
+8,270
3
$9.84M 5.61%
47,951
+610
4
$6.8M 3.88%
213,774
-71,549
5
$6.17M 3.52%
155,187
-131,961
6
$5.99M 3.41%
29,245
-942
7
$5.98M 3.41%
13,637
-876
8
$5.82M 3.32%
32,932
-338
9
$5.71M 3.25%
145,008
+109,778
10
$5.35M 3.05%
85,278
+44,075
11
$4.49M 2.56%
169,455
+49,270
12
$4.39M 2.5%
18,512
+1,665
13
$3.85M 2.19%
+46,076
14
$3.67M 2.09%
53,503
+34,870
15
$2.94M 1.68%
+48,952
16
$2.81M 1.6%
13,022
-10,869
17
$2.79M 1.59%
73,300
+650
18
$2.59M 1.48%
68,611
+17,222
19
$2.58M 1.47%
25,959
-984
20
$2.28M 1.3%
50,458
+4,610
21
$2.11M 1.21%
59,920
+4,422
22
$2.04M 1.16%
49,891
-225
23
$2.01M 1.14%
50,123
-1,531
24
$1.99M 1.13%
39,147
-2,432
25
$1.84M 1.05%
44,638
-6,866
1
2 3 4 5