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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
$618M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$5.22M
3
+$3.7M
4
TREE icon
LendingTree
TREE
+$2.47M
5
BURL icon
Burlington
BURL
+$2.17M

Top Sells

1
+$5.03M
2
+$2.64M
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
401
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-10,420
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403
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404
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405
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406
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-8,458
407
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-7,653
408
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409
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-6,391
410
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411
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412
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413
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-4,368
414
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415
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416
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-3,255
417
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-4,527
418
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419
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-86,752
420
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-2,667
421
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422
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423
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-3,752
424
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425
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