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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
$569M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.73M
3
+$3.66M
4
CELG
Celgene Corp
CELG
+$3.23M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.16M

Top Sells

1
+$4.43M
2
+$3.21M
3
+$2.23M
4
IBM icon
IBM
IBM
+$1.71M
5
HII icon
Huntington Ingalls Industries
HII
+$1.55M

Sector Composition

1 Technology 9.25%
2 Healthcare 9.16%
3 Financials 8.36%
4 Consumer Discretionary 6.6%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-6,407
402
– –
-481
403
– –
-6,435
404
– –
-8,962
405
– –
-3,029
406
– –
-1,000
407
– –
-5,826
408
– –
-11,660
409
– –
-856
410
– –
-29,335
411
– –
-10,098
412
– –
-14,928
413
– –
-7,161
414
– –
-1,011
13 14 15 16
17