GF

Gerstein Fisher Portfolio holdings

AUM $811M
1-Year Est. Return 13.96%
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$27M
3
+$17.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.5M
5
IAU icon
iShares Gold Trust
IAU
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.37%
2 Financials 7.17%
3 Consumer Discretionary 6.45%
4 Consumer Staples 6.27%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.08%
+3,754
227
$320K 0.08%
+3,194
228
$319K 0.08%
+3,929
229
$319K 0.08%
+5,610
230
$310K 0.07%
+7,596
231
$305K 0.07%
+9,816
232
$301K 0.07%
+25,560
233
$297K 0.07%
+6,120
234
$293K 0.07%
+6,209
235
$289K 0.07%
+4,768
236
$288K 0.07%
+2,607
237
$288K 0.07%
+11,051
238
$282K 0.07%
+1,865
239
$280K 0.07%
+7,000
240
$273K 0.07%
+4,293
241
$273K 0.07%
+3,736
242
$272K 0.07%
+6,194
243
$271K 0.07%
+8,749
244
$268K 0.06%
+17,892
245
$264K 0.06%
+34,128
246
$264K 0.06%
+20,015
247
$263K 0.06%
+6,421
248
$263K 0.06%
+15,669
249
$262K 0.06%
+6,863
250
$260K 0.06%
+6,102
8 9
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