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
201
$580K 0.08%
8,739
-83
202
$580K 0.08%
6,694
-1,081
203
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8,988
-2,059
204
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+48
205
$562K 0.08%
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206
$561K 0.08%
25,224
-211
207
$559K 0.08%
18,888
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208
$558K 0.08%
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-478
209
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210
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211
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212
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214
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215
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216
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218
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219
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221
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222
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3,265
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223
$504K 0.07%
6,413
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224
$501K 0.07%
17,027
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225
$497K 0.07%
6,253
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9
10 11