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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
$734M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$1.66M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.07M
5
PEP icon
PepsiCo
PEP
+$963K

Top Sells

1
+$5.26M
2
+$4.65M
3
+$2.91M
4
AWH
Allied World Assurance Co Hld Lt
AWH
+$2.14M
5
BMR
BIOMED REALTY TRUST INC
BMR
+$1.98M

Sector Composition

1 Healthcare 8.74%
2 Technology 8.1%
3 Consumer Discretionary 8.02%
4 Real Estate 6.09%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-127,886
427
– –
-2,964
428
– –
-19,605
429
– –
-6,185
430
– –
-29,905
431
– –
-325
432
– –
-1,135
433
– –
-40,218
434
– –
-3,169
435
– –
-6,768
436
– –
-5,177
437
– –
-2,554
438
– –
-5,911
439
– –
-7,500
14 15 16 17
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