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

Top Buys

1
+$9.35M
2
+$1.72M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.17M
5
IBM icon
IBM
IBM
+$1.07M

Top Sells

1
+$5.81M
2
+$4.65M
3
+$3.02M
4
AWH
Allied World Assurance Co Hld Lt
AWH
+$2.18M
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
26
$4.47M 0.61%
91,535
-30,563
27
$4.34M 0.59%
40,136
+6,638
28
$4.2M 0.57%
40,957
+9,750
29
$4.19M 0.57%
93,566
+21
30
$4.08M 0.56%
27,024
+151
31
$3.99M 0.54%
34,979
+2,700
32
$3.82M 0.52%
27,500
33
$3.62M 0.49%
38,296
-488
34
$3.46M 0.47%
71,490
+20,922
35
$3.31M 0.45%
70,072
-401
36
$3.3M 0.45%
43,556
+12,954
37
$3.28M 0.45%
17,238
+611
38
$3.27M 0.45%
39,940
+2,224
39
$3.17M 0.43%
106,680
+25,740
40
$3.08M 0.42%
44,052
-3,671
41
$3.08M 0.42%
32,503
42
$3M 0.41%
20,731
+7,397
43
$3M 0.41%
14,454
+102
44
$3M 0.41%
92,673
+29,503
45
$2.93M 0.4%
35,557
+4,193
46
$2.9M 0.39%
29,168
-226
47
$2.83M 0.39%
13,698
-791
48
$2.73M 0.37%
31,942
-665
49
$2.69M 0.37%
25,976
+819
50
$2.67M 0.36%
27,300
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