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
51
$2.6M 0.35%
16,536
-523
52
$2.6M 0.35%
17,011
-238
53
$2.56M 0.35%
16,805
+1,608
54
$2.54M 0.35%
195,160
55
$2.54M 0.35%
44,494
+884
56
$2.53M 0.34%
46,764
+3,716
57
$2.47M 0.34%
53,321
-613
58
$2.42M 0.33%
59,273
-1,149
59
$2.38M 0.32%
78,004
-326
60
$2.37M 0.32%
28,347
+5,361
61
$2.37M 0.32%
50,011
-14
62
$2.28M 0.31%
40,595
63
$2.27M 0.31%
31,832
64
$2.26M 0.31%
39,874
+4,184
65
$2.21M 0.3%
142,740
+7,460
66
$2.13M 0.29%
20,541
-28
67
$2.13M 0.29%
115,699
68
$2.09M 0.28%
29,354
-414
69
$2.06M 0.28%
54,120
+2,240
70
$2.05M 0.28%
14,913
+129
71
$2.04M 0.28%
25,904
72
$2.03M 0.28%
6,190
+158
73
$2M 0.27%
35,138
+4,337
74
$1.99M 0.27%
1,541
-10
75
$1.97M 0.27%
14,162
+743
1 2
3
4 5