CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.94M
3
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
+$1.29M
2
+$1.05M
3
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 7.28%
24,220
+2,386
2
$13.7M 6.89%
22,449
+4,986
3
$11.9M 5.94%
46,581
-1,370
4
$9.48M 4.75%
140,889
+55,611
5
$7.25M 3.63%
216,921
+3,147
6
$6.44M 3.23%
156,494
+1,307
7
$6.19M 3.1%
162,406
+17,398
8
$5.97M 2.99%
218,598
+49,143
9
$5.58M 2.79%
25,851
-3,394
10
$5.44M 2.73%
11,348
-2,289
11
$5.18M 2.59%
27,753
-5,179
12
$4.84M 2.42%
64,436
+10,933
13
$4.49M 2.25%
17,641
-871
14
$3.5M 1.75%
92,083
+32,163
15
$3.17M 1.59%
36,277
-9,799
16
$2.97M 1.49%
69,075
+19,184
17
$2.79M 1.4%
70,295
-3,005
18
$2.66M 1.33%
68,330
-281
19
$2.62M 1.31%
33,611
+13,032
20
$2.61M 1.31%
61,462
+17,003
21
$2.6M 1.3%
39,409
-9,543
22
$2.6M 1.3%
10,729
-2,293
23
$2.43M 1.21%
5,455
+1,524
24
$2.4M 1.2%
51,663
+19,400
25
$2.17M 1.09%
50,416
+5,778
1
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