GB
Gunma Bank Portfolio holdings
AUM
$306M
This Quarter Return
+6.72%
1 Year Return
+5.4%
3 Year Return
+10.71%
5 Year Return
+23.58%
10 Year Return
+21.95%
AUM
$175M
AUM Growth
+$175M
(+60%)
Cap. Flow
+$58.7M
Cap. Flow
% of AUM
33.53%
Top 10 Holdings %
Top 10 Hldgs %
62.07%
Holding
39
New
23
Increased
5
Reduced
1
Closed
3
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$5.76M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.44M |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$4.41M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$4.38M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.36M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.61M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$4.24M |
| 3 |
Vanguard Value ETF
VTV
|
$2.75M |
| 4 |
iShares S&P 100 ETF
OEF
|
$1.03M |
