FCM

Forester Capital Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 8.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$288K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.86M
3
+$990K
4
UL icon
Unilever
UL
+$516K
5
TRV icon
Travelers Companies
TRV
+$27.1K

Top Sells

1
+$5.37M
2
+$5.37M
3
+$2.38M
4
CVS icon
CVS Health
CVS
+$1.56M
5
PFE icon
Pfizer
PFE
+$1.06M

Sector Composition

1 Healthcare 27.93%
2 Financials 19.22%
3 Consumer Staples 14.43%
4 Technology 9.28%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,198
52
– –
-266,044
53
– –
0
54
– –
-15,170
1 2
3