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
76
$1.76M 0.28%
57,912
+1,021
77
$1.74M 0.28%
57,579
+4,254
78
$1.73M 0.28%
13,602
-62
79
$1.72M 0.28%
1,490
-12
80
$1.71M 0.28%
+16,638
81
$1.7M 0.27%
26,942
+1,280
82
$1.69M 0.27%
28,690
+6,262
83
$1.68M 0.27%
19,931
+341
84
$1.65M 0.27%
30,404
85
$1.62M 0.26%
21,087
-669
86
$1.61M 0.26%
83,396
87
$1.6M 0.26%
+26,819
88
$1.58M 0.26%
7,427
-2,021
89
$1.57M 0.25%
35,887
-13
90
$1.56M 0.25%
36,002
-135
91
$1.55M 0.25%
9,433
+594
92
$1.53M 0.25%
13,499
93
$1.51M 0.25%
21,573
94
$1.5M 0.24%
20,553
+194
95
$1.5M 0.24%
25,904
96
$1.46M 0.24%
22,207
-393
97
$1.45M 0.23%
14,987
-1,126
98
$1.44M 0.23%
16,482
-31,080
99
$1.43M 0.23%
17,121
+3,577
100
$1.42M 0.23%
9,262
-18
2 3
4
5 6