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
$104M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$281K
3
+$163K
4
HSBC icon
HSBC
HSBC
+$120K
5
T icon
AT&T
T
+$65.2K

Top Sells

1
+$2.78M
2
+$2.28M
3
+$1.42M
4
ALL icon
Allstate
ALL
+$1.32M
5
TRV icon
Travelers Companies
TRV
+$1.27M

Sector Composition

1 Healthcare 25.43%
2 Consumer Staples 17.47%
3 Financials 14%
4 Industrials 11.27%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77K 0.07%
1,730
52
$60K 0.06%
1,900
-1,900
53
$46K 0.04%
1,245
54
$43K 0.04%
1,600
55
$42K 0.04%
2,900
56
– –
0
57
– –
-73,000
58
– –
-15,170
1 2
3