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
301
$331K 0.05%
7,719
302
$329K 0.05%
+4,491
303
$326K 0.05%
2,416
-13
304
$323K 0.05%
13,603
+31
305
$322K 0.05%
21,280
-200
306
$322K 0.05%
1,748
-134
307
$319K 0.05%
6,162
+170
308
$316K 0.05%
4,713
+664
309
$314K 0.05%
471
-51
310
$313K 0.05%
20,162
-100
311
$310K 0.05%
16,200
-1,820
312
$308K 0.05%
5,349
-1,431
313
$306K 0.05%
15,058
+3,525
314
$304K 0.05%
4,149
+1,200
315
$303K 0.05%
2,141
-166
316
$303K 0.05%
2,968
+135
317
$302K 0.05%
4,019
+371
318
$299K 0.05%
23,374
+347
319
$296K 0.05%
4,442
320
$296K 0.05%
4,217
+206
321
$295K 0.05%
20,344
+6,084
322
$288K 0.05%
18,735
-152
323
$285K 0.05%
2,082
+199
324
$283K 0.05%
7,659
-51
325
$281K 0.05%
9,657
11 12
13
14 15