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
51
$1.41M 0.34%
+22,392
52
$1.39M 0.34%
+8,891
53
$1.36M 0.33%
+25,706
54
$1.32M 0.32%
+32,078
55
$1.31M 0.31%
+2,112
56
$1.3M 0.31%
+25,839
57
$1.25M 0.3%
+1,518
58
$1.24M 0.3%
+35,352
59
$1.24M 0.3%
+39,126
60
$1.23M 0.3%
+53,317
61
$1.23M 0.3%
+7,658
62
$1.22M 0.29%
+21,310
63
$1.22M 0.29%
+33,747
64
$1.22M 0.29%
+51,577
65
$1.22M 0.29%
+50,157
66
$1.19M 0.29%
+34,110
67
$1.18M 0.28%
+24,531
68
$1.16M 0.28%
+29,926
69
$1.16M 0.28%
+14,487
70
$1.15M 0.28%
+45,808
71
$1.14M 0.27%
+24,208
72
$1.13M 0.27%
+34,886
73
$1.13M 0.27%
+4,286
74
$1.1M 0.26%
+7,381
75
$1.09M 0.26%
+28,086
1 2
3
4 5