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
$618M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$5.21M
3
+$4M
4
TREE icon
LendingTree
TREE
+$3.15M
5
EA icon
Electronic Arts
EA
+$2.2M

Top Sells

1
+$5.03M
2
+$2.72M
3
+$2.56M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$2.47M
5
BFH icon
Bread Financial
BFH
+$2.38M

Sector Composition

1 Healthcare 11.14%
2 Technology 9.98%
3 Financials 8.86%
4 Consumer Discretionary 8.57%
5 Real Estate 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$461K 0.07%
6,208
252
$457K 0.07%
10,135
-524
253
$455K 0.07%
7,363
+2,125
254
$453K 0.07%
5,832
-1,200
255
$451K 0.07%
10,402
+1,021
256
$450K 0.07%
27,722
+16,337
257
$446K 0.07%
27,147
+127
258
$443K 0.07%
16,092
259
$439K 0.07%
8,397
+1,015
260
$438K 0.07%
22,805
+39
261
$429K 0.07%
11,057
-855
262
$427K 0.07%
4,260
263
$418K 0.07%
39,983
+704
264
$418K 0.07%
17,455
-52
265
$414K 0.07%
16,397
-1,469
266
$413K 0.07%
9,013
+608
267
$412K 0.07%
3,913
+60
268
$410K 0.07%
5,996
269
$406K 0.07%
+8,127
270
$402K 0.07%
+12,078
271
$402K 0.07%
3,220
-47
272
$400K 0.06%
9,780
+3,117
273
$393K 0.06%
15,494
+1,143
274
$389K 0.06%
5,553
-1
275
$386K 0.06%
5,449
-19
9 10
11
12 13