Candice Gilman Portfolio

Invests via Sofi Wealth LLC | Managed by SoFi Wealth LLC Investment Committee

Invests via Sofi Wealth LLC

Managed by SoFi Wealth LLC Investment Committee

Automatically Tracked

Tracking: 0 Updated: 8 hours ago

Candice Gilman Profile

Candice Gilman has established herself as a dynamic leader within the consumer technology landscape, marked by her commitment to innovation and growth. With extensive experience in product development and market strategy, she drives initiatives that enhance user engagement across diverse platforms. Known for her entrepreneurial spirit, Gilman successfully spearheads multiple startups that focus on harnessing emerging technologies to meet evolving customer needs. Her ability to navigate complex market dynamics enables her to identify unique opportunities for disruptive advancements. Beyond entrepreneurship, she is actively involved in mentoring aspiring innovators, further shaping the future of tech-driven businesses.

Investment Philosophy & Strategy

Growth opportunities abound in the ever-evolving landscape of consumer technology. Candice Gilman leverages her profound understanding of market dynamics and product innovation to identify pathways that drive competitive advantage. Her entrepreneurial ventures exemplify a commitment to harnessing cutting-edge technologies, facilitating engagement through unique user experiences. This focus on expansion empowers her startups to capture emerging trends while fostering sustainable growth. Additionally, she emphasizes mentorship as an essential component of her strategy, nurturing the next generation of innovators who will push boundaries within the industry.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

27.3%

Gain +1.44%

Monthly

0.44%

Yearly

5.44%

Drawdown

18.35%

$2.38B

Equity

Holdings

$2.38B

Investment

$1.9B

$510.14M

Profit +$36.39M

Realized

$31.23M

Unrealized

$478.91M

Dividends

$72.54M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.44%

Profit

$36.39M

Win %

72%

This Week

Compared To Last Week

Gain

1.55%

Profit

$36.39M

Win %

72%

This Month

Compared to last month

Gain

0.45%

Profit

$10.54M

Win %

72%

This Year

Compared to last year

Gain

8.54%

Profit

$197.55M

Win %

70%

Gainers
Losers

BAI iShares A.I. Innovation and Tech Active ETF

+6.37%

+$8.11M

IBIT iShares Bitcoin Trust

+4.76%

+$85,852.9

IYW iShares U.S. Technology ETF

+3.69%

+$2,528.4

EMXC iShares MSCI Emerging Markets ex China ETF

+3.21%

+$996.75

ICVT iShares Convertible Bond ETF

+2.91%

+$53,424.92

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.66%

+$8.07M

IAU iShares Gold Trust

+2.58%

+$491,864.4

USXF iShares ESG Aware MSCI USA ETF

+2.36%

+$117,179.87

SFY SoFi Select 500 ETF

+2.35%

+$6.07M

ESGE iShares ESG Aware MSCI Emerging Markets ETF

+2.3%

+$59,677.38

VWO Vanguard FTSE Emerging Markets ETF

+2.21%

+$3.28M

CORO Ishares International Country Rotational Active ETF

+2.01%

+$2.42M

DYNF iShares U.S. Equity Factor Rotation Active ETF

+1.92%

+$4.62M

LCTU BlackRock U.S. Carbon Transition Readiness ETF

+1.73%

+$166,175.23

DSI iShares MSCI KLD 400 Social ETF

+1.57%

+$94,993.8

ESGU iShares ESG Aware MSCI USA ETF

+1.52%

+$57,136.04

IVV iShares Core S&P 500 ETF

+1.46%

+$3.51M

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.13%

+$967,801.77

PAVE Global X U.S. Infrastructure Development ETF

+1.12%

+$10,762.05

VB Vanguard Small-Cap ETF

+0.82%

+$60.5

HEFA iShares Currency Hedged MSCI EAFE ETF

+0.56%

+$61.62

BTHM iShares U.S. Thematic Rotation Active ETF

+0.54%

+$530,305.48

EFG iShares MSCI EAFE Growth ETF

+0.29%

+$136,342.44

HYDB iShares High Yield Systematic Bond ETF

+0.17%

+$54.16

VMBS Vanguard Mortgage-Backed Securities Fund

+0.17%

+$66,598

BINC iShares Flexible Income Active ETF

+0.17%

+$5,514.49

HYG iShares iBoxx $ High Yield Corporate Bond ETF

+0.16%

+$1.75

MUB iShares National Muni Bond ETF

+0.11%

+$74,507.64

IVE ISHARES S&P 500 VALUE ETF

+0.11%

+$240,091.42

PZA Invesco National AMT-Free Municipal Bond ETF

+0.11%

+$49,582.15

SYSB iShares Systematic Bond ETF

+0.1%

+$2,466.26

IUSB iShares Core Universal USD Bond ETF

+0.1%

+$69,920.93

BND Vanguard Total Bond Market Index Fund

+0.08%

+$3.06

SUSB iShares ESG Aware 1-5 Year USD Bond ETF

+0.08%

+$52.46

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

+0.07%

+$1,581.51

EUSB iShares ESG Advanced Total USD Bond Market ETF

+0.07%

+$2,359.23

SUSC iShares ESG Aware USD Corporate Bond ETF

+0.07%

+$845.88

SUB iShares Short-Term National Muni Bond ETF

+0.06%

+$1.95

BSV Vanguard Short-Term Bond ETF

+0.06%

+$4.37

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

+0.06%

+$5.54

SPTL SPDR Portfolio Long Term Treasury ETF

+0.06%

+$17,086.37

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.02%

+$0.32

STIP iShares 0-5 Year TIPS Bond ETF

+0.02%

+$671.52

IGLB iShares 10+ Year Investment Grade Corporate Bond ETF

+0.01%

+$0.61

HIMU

IXC iShares Global Energy ETF

-4.34%

-$119.85

EFV iShares MSCI EAFE Value ETF

-2.39%

-$1.81M

LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF

-1.12%

-$17,388.18

IEFA iShares Core MSCI EAFE ETF

-0.95%

-$25.25

SHLD Global X Defense Tech ETF

-0.64%

-$305,055.17

DMXF iShares ESG Advanced MSCI EAFE Index Fund

-0.07%

-$2,015.4

HYD VanEck High Yield Muni ETF

-0.05%

-$0.5

Events

Dividends

Dividend Analysis

No Data

Trades 397	Longs Won 291/397 73%	Profit Factor 12.13
Profitability	Shorts Won 0/0 0%	Standard Deviation $7.32M
Average Win $1.91M	Best Trade (Jun 15) $83.36M	Sharpe Ratio -1.53
Average Loss -$432,485.71	Worst Trade (Mar 31) -$34.16M	Z-Score 6.69 (100%)
Commissions $0	Avg. Trade Length 1y 1m 2w 5d	Expectancy $1.28M

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	5,495	4,945	4,396	3,846	3,297	2,747	2,198	1,648	1,099	549