GF
Gerstein Fisher Portfolio holdings
AUM
$811M
This Quarter Return
+4.34%
1 Year Return
+13.96%
3 Year Return
+33.82%
5 Year Return
–
10 Year Return
–
AUM
$527M
AUM Growth
+$527M
(+5.4%)
Cap. Flow
+$33.9M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
44.68%
Holding
363
New
33
Increased
177
Reduced
63
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$11.1M |
| 2 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$4.23M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.22M |
| 4 |
iShares Gold Trust
IAU
|
$2.49M |
| 5 |
AWH
Allied World Assurance Co Hld Lt
AWH
|
$2.16M |
Top Sells
| 1 |
Simon Property Group
SPG
|
$1.81M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.13M |
| 3 |
AvalonBay Communities
AVB
|
$1.11M |
| 4 |
SL Green Realty
SLG
|
$780K |
| 5 |
Vornado Realty Trust
VNO
|
$681K |
Sector Composition
| 1 | Financials | 9.09% |
| 2 | Technology | 8.46% |
| 3 | Healthcare | 8.06% |
| 4 | Industrials | 7.12% |
| 5 | Consumer Discretionary | 7.02% |
