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
101
$1.48M 0.2%
17,570
+20
102
$1.45M 0.2%
21,036
-253
103
$1.45M 0.2%
25,642
+112
104
$1.43M 0.2%
16,738
-94
105
$1.39M 0.19%
249,106
+1,014
106
$1.36M 0.19%
39,316
+6,570
107
$1.34M 0.18%
20,863
-60
108
$1.33M 0.18%
46,644
-1,789
109
$1.32M 0.18%
27,089
+16,176
110
$1.31M 0.18%
21,453
+388
111
$1.28M 0.17%
15,638
+16
112
$1.26M 0.17%
41,262
-1,922
113
$1.26M 0.17%
30,999
+1,191
114
$1.25M 0.17%
8,804
+885
115
$1.22M 0.17%
15,708
+143
116
$1.22M 0.17%
38,314
117
$1.22M 0.17%
11,912
-221
118
$1.22M 0.17%
16,864
+307
119
$1.21M 0.16%
18,158
120
$1.2M 0.16%
13,367
+6,218
121
$1.18M 0.16%
3,102
+130
122
$1.18M 0.16%
13,470
-29
123
$1.16M 0.16%
21,121
-143
124
$1.15M 0.16%
82,237
125
$1.12M 0.15%
11,710
+1,423
3 4
5
6 7