GB

Gunma Bank Portfolio holdings

AUM $319M
1-Year Est. Return 1.17%
This Quarter Est. Return
1 Year Est. Return
+1.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.54M
3
+$2.45M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.98M

Top Sells

1
+$4.38M
2
+$3.98M
3
+$3.11M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.27M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.64M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.44%
+40,000
27
$886K 0.65%
+10,000
28
– –
-33,000
1
2