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
126
$1.11M 0.15%
31,090
-120
127
$1.1M 0.15%
37,698
-63
128
$1.09M 0.15%
42,712
129
$1.09M 0.15%
54,008
+37,808
130
$1.07M 0.15%
16,539
131
$1.07M 0.15%
15,563
+544
132
$1.05M 0.14%
5,824
-251
133
$1.02M 0.14%
+22,000
134
$1.02M 0.14%
10,831
+475
135
$1.01M 0.14%
17,735
-52,861
136
$1M 0.14%
19,630
-8,793
137
$999K 0.14%
7,377
138
$999K 0.14%
16,245
+1,800
139
$993K 0.14%
10,565
-443
140
$958K 0.13%
18,458
+64
141
$957K 0.13%
7,617
+776
142
$942K 0.13%
55,573
+17,034
143
$905K 0.12%
39,506
+5,594
144
$894K 0.12%
14,938
-90
145
$888K 0.12%
33,558
-10,991
146
$887K 0.12%
40,104
+1,353
147
$881K 0.12%
23,497
-595
148
$873K 0.12%
28,293
+3,730
149
$864K 0.12%
21,332
150
$860K 0.12%
4,348
+250
4 5
6
7 8