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GF

Gerstein Fisher Portfolio holdings

AUM $811M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.49M
3
+$2.28M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.21M
5
AX icon
Axos Financial
AX
+$1.94M

Top Sells

1
+$2.77M
2
+$1.65M
3
+$1.58M
4
MDVN
MEDIVATION, INC.
MDVN
+$1.56M
5
HCII
HOMEOWNERS CHOICE INC COM STK
HCII
+$1.03M

Sector Composition

1 Technology 8.83%
2 Financials 7.96%
3 Consumer Discretionary 6.92%
4 Healthcare 6.21%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-8,250
377
– –
-17,496
378
– –
-13,402
379
– –
-19
380
– –
-4,141
381
– –
-6,194
382
– –
-3,875
383
– –
-6,176
384
– –
-5,549
385
– –
-11,158
386
– –
-5,410
387
– –
-7,418
388
– –
-63,294
389
– –
-48,564
390
– –
-33,466
12 13 14 15
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