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
276
$241K 0.06%
+31,222
277
$240K 0.06%
+13,402
278
$239K 0.06%
+18,900
279
$237K 0.06%
+13,818
280
$237K 0.06%
+19,548
281
$234K 0.06%
+5,868
282
$234K 0.06%
+2,898
283
$234K 0.06%
+5,366
284
$233K 0.06%
+3,875
285
$231K 0.06%
+2,056
286
$228K 0.05%
+6,928
287
$228K 0.05%
+8,634
288
$227K 0.05%
+13,316
289
$226K 0.05%
+4,892
290
$225K 0.05%
+4,931
291
$225K 0.05%
+5,024
292
$224K 0.05%
+5,074
293
$223K 0.05%
+3,467
294
$222K 0.05%
+6,080
295
$222K 0.05%
+6,132
296
$222K 0.05%
+11,158
297
$220K 0.05%
+5,448
298
$219K 0.05%
+6,176
299
$216K 0.05%
+5,500
300
$215K 0.05%
+4,719
10 11
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