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
$618M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$5.21M
3
+$4M
4
TREE icon
LendingTree
TREE
+$3.15M
5
EA icon
Electronic Arts
EA
+$2.2M

Top Sells

1
+$5.03M
2
+$2.72M
3
+$2.56M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$2.47M
5
BFH icon
Bread Financial
BFH
+$2.38M

Sector Composition

1 Healthcare 11.14%
2 Technology 9.98%
3 Financials 8.86%
4 Consumer Discretionary 8.57%
5 Real Estate 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.36%
13,870
-72
52
$2.2M 0.36%
+33,069
53
$2.17M 0.35%
47,722
54
$2.14M 0.35%
+32,602
55
$2.13M 0.34%
+26,541
56
$2.11M 0.34%
35,611
-901
57
$2.11M 0.34%
37,499
-488
58
$2.08M 0.34%
53,023
-1,161
59
$2.08M 0.34%
+40,595
60
$2.07M 0.33%
33,838
+3,774
61
$2.05M 0.33%
30,214
+3,130
62
$2.02M 0.33%
63,461
-366
63
$2.02M 0.33%
14,543
+168
64
$2.01M 0.33%
18,965
+153
65
$2.01M 0.33%
30,011
+15,734
66
$1.97M 0.32%
59,146
+4,057
67
$1.96M 0.32%
+87,762
68
$1.93M 0.31%
6,032
+746
69
$1.85M 0.3%
+22,018
70
$1.84M 0.3%
24,839
-1,173
71
$1.82M 0.29%
49,953
-53
72
$1.82M 0.29%
38,994
+281
73
$1.78M 0.29%
134,080
+6,790
74
$1.77M 0.29%
28,342
-897
75
$1.77M 0.29%
13,748
+1,343
1 2
3
4 5