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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
426
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-25,000
427
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-7,228
428
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-9,321
429
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-3,885
430
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-6,576
431
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-6,922
432
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-2,469
433
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-10,064
434
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-5,116
435
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-17,278
436
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-16,000
437
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-1,913
438
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-8,705
439
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-28,084
440
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-9,937
441
– –
-3,245
442
– –
-9,546
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