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CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+7%
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
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10

Top Buys

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$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
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Value ETF
VTV
+$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
QQQ icon
1
Invesco QQQ Trust
QQQ
$481B
$14.5M 7.28%
24,220
+2,386
+11% +$1.37M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$989B
$13.7M 6.89%
22,449
+4,986
+29% +$2.94M
AAPL icon
3
Apple
AAPL
$4.81T
$11.9M 5.94%
46,581
-1,370
-3% -$309K
RDVY icon
4
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$9.48M 4.75%
140,889
+55,611
+65% +$3.61M
BUFR icon
5
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$7.25M 3.63%
216,921
+3,147
+1% +$103K
PJUN icon
6
Innovator US Equity Power Buffer ETF June
PJUN
$954M
$6.44M 3.23%
156,494
+1,307
+0.8% +$52.8K
FICS icon
7
First Trust International Developed Capital Strength ETF
FICS
$217M
$6.19M 3.1%
162,406
+17,398
+12% +$674K
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$98.3B
$5.97M 2.99%
218,598
+49,143
+29% +$1.34M
VIG icon
9
Vanguard Dividend Appreciation ETF
VIG
$110B
$5.58M 2.79%
25,851
-3,394
-12% -$713K
VUG icon
10
Vanguard Growth ETF
VUG
$227B
$5.44M 2.73%
68,088
-13,734
-17% -$1.05M
VTV icon
11
Vanguard Value ETF
VTV
$186B
$5.18M 2.59%
27,753
-5,179
-16% -$938K
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$25.3B
$4.84M 2.42%
64,436
+10,933
+20% +$781K
VB icon
13
Vanguard Small-Cap ETF
VB
$80B
$4.49M 2.25%
17,641
-871
-5% -$216K
SDVY icon
14
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$3.5M 1.75%
92,083
+32,163
+54% +$1.19M
IEFA icon
15
iShares Core MSCI EAFE ETF
IEFA
$188B
$3.17M 1.59%
36,277
-9,799
-21% -$833K
PSEP icon
16
Innovator US Equity Power Buffer ETF September
PSEP
$848M
$2.97M 1.49%
69,075
+19,184
+38% +$804K
PFEB icon
17
Innovator US Equity Power Buffer ETF February
PFEB
$923M
$2.79M 1.4%
70,295
-3,005
-4% -$117K
PMAY icon
18
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$2.66M 1.33%
68,330
-281
-0.4% -$10.8K
BIV icon
19
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$2.62M 1.31%
33,611
+13,032
+63% +$1.01M
PAUG icon
20
Innovator US Equity Power Buffer ETF August
PAUG
$864M
$2.61M 1.31%
61,462
+17,003
+38% +$706K
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$2.6M 1.3%
39,409
-9,543
-19% -$595K
IWM icon
22
iShares Russell 2000 ETF
IWM
$82.7B
$2.6M 1.3%
10,729
-2,293
-18% -$526K
TSLA icon
23
Tesla
TSLA
$1.48T
$2.43M 1.21%
5,455
+1,524
+39% +$529K
DBEF icon
24
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.09B
$2.4M 1.2%
51,663
+19,400
+60% +$876K
POCT icon
25
Innovator US Equity Power Buffer ETF October
POCT
$968M
$2.17M 1.09%
50,416
+5,778
+13% +$244K
1
2 3 4 5

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