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
$415M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$88.7M
2 +$27M
3 +$17.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.5M
5
IAU icon
iShares Gold Trust
IAU
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.37%
2 Financials 7.17%
3 Consumer Discretionary 6.45%
4 Consumer Staples 6.27%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$364K 0.09%
+6,509
202
$363K 0.09%
+5,180
203
$360K 0.09%
+10,134
204
$359K 0.09%
+5,490
205
$358K 0.09%
+16,440
206
$357K 0.09%
+9,141
207
$355K 0.09%
+4,697
208
$354K 0.09%
+1,983
209
$353K 0.09%
+32,325
210
$353K 0.09%
+5,677
211
$353K 0.09%
+4,132
212
$352K 0.08%
+4,292
213
$350K 0.08%
+7,288
214
$348K 0.08%
+4,584
215
$344K 0.08%
+4,068
216
$339K 0.08%
+19,541
217
$339K 0.08%
+6,586
218
$339K 0.08%
+5,128
219
$338K 0.08%
+6,059
220
$334K 0.08%
+4,641
221
$332K 0.08%
+22,241
222
$330K 0.08%
+5,859
223
$327K 0.08%
+3,437
224
$326K 0.08%
+9,009
225
$321K 0.08%
+11,260