GF

Gerstein Fisher Portfolio holdings

AUM $811M
1-Year Est. Return 13.96%
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$27M
3
+$17.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.5M
5
IAU icon
iShares Gold Trust
IAU
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.37%
2 Financials 7.17%
3 Consumer Discretionary 6.45%
4 Consumer Staples 6.27%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.52%
+54,289
27
$2.01M 0.48%
+42,116
28
$1.94M 0.47%
+31,805
29
$1.91M 0.46%
+37,837
30
$1.9M 0.46%
+26,176
31
$1.83M 0.44%
+16,480
32
$1.78M 0.43%
+10,111
33
$1.77M 0.43%
+57,588
34
$1.72M 0.41%
+17,447
35
$1.62M 0.39%
+21,623
36
$1.6M 0.39%
+27,174
37
$1.58M 0.38%
+48,564
38
$1.58M 0.38%
+59,414
39
$1.56M 0.37%
+63,294
40
$1.53M 0.37%
+15,510
41
$1.53M 0.37%
+23,155
42
$1.53M 0.37%
+19,875
43
$1.49M 0.36%
+71,018
44
$1.46M 0.35%
+35,298
45
$1.46M 0.35%
+37,894
46
$1.46M 0.35%
+18,712
47
$1.45M 0.35%
+28,310
48
$1.45M 0.35%
+11,478
49
$1.45M 0.35%
+32,676
50
$1.44M 0.35%
+31,635
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