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
$2.68B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$27.5M
3
+$22.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$18.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$15.6M

Top Sells

1
+$3.68M
2
+$3.4M
3
+$1.65M
4
SHW icon
Sherwin-Williams
SHW
+$1.65M
5
MDSO
Medidata Solutions, Inc.
MDSO
+$1.2M

Sector Composition

1 Financials 12.78%
2 Consumer Discretionary 12.12%
3 Industrials 12.08%
4 Technology 11.57%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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