FCM

Forester Capital Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 8.13%
This Quarter Est. Return
1 Year Est. Return
+8.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.78M
3
+$987K
4
VTRS icon
Viatris
VTRS
+$950K
5
AMGN icon
Amgen
AMGN
+$767K

Top Sells

1
+$3.94M
2
+$3.07M
3
+$673K
4
KR icon
Kroger
KR
+$352K
5
GIS icon
General Mills
GIS
+$103K

Sector Composition

1 Healthcare 25.52%
2 Financials 15.31%
3 Consumer Staples 13.34%
4 Energy 11.63%
5 Industrials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86K 0.07%
+2,800
52
$72K 0.06%
1,730
53
$69K 0.05%
1,245
54
$68K 0.05%
1,900
55
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56
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57
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58
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59
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60
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61
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63
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64
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0
65
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-2,700
66
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67
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68
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-1,000
1 2
3