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
351
$233K 0.04%
3,100
352
$233K 0.04%
+2,310
353
$233K 0.04%
25,703
354
$230K 0.04%
664
+107
355
$230K 0.04%
5,599
+2,690
356
$230K 0.04%
4,467
+331
357
$229K 0.04%
5,177
+248
358
$229K 0.04%
1,546
-29
359
$229K 0.04%
1,109
+5
360
$228K 0.04%
14,094
361
$228K 0.04%
4,632
+26
362
$227K 0.04%
+8,302
363
$227K 0.04%
+24,150
364
$226K 0.04%
13,985
365
$226K 0.04%
4,650
+151
366
$226K 0.04%
6,369
-88
367
$226K 0.04%
35,185
+1,403
368
$224K 0.04%
+9,318
369
$222K 0.04%
2,997
-9
370
$220K 0.04%
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371
$219K 0.04%
1,707
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372
$217K 0.04%
4,345
+403
373
$216K 0.03%
+1,784
374
$216K 0.03%
5,359
-397
375
$215K 0.03%
17,718
+302
13 14
15
16 17