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
$109M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.54M
3
+$209K
4
TGT icon
Target
TGT
+$151K
5
VTRS icon
Viatris
VTRS
+$132K

Top Sells

1
+$919K
2
+$797K
3
+$643K
4
XOM icon
Exxon Mobil
XOM
+$532K
5
WMT icon
Walmart
WMT
+$381K

Sector Composition

1 Healthcare 26.44%
2 Consumer Staples 17.97%
3 Financials 14.22%
4 Industrials 12.08%
5 Technology 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41K 0.04%
1,600
52
$40K 0.04%
2,900
53
– –
-16,900
54
– –
0
55
– –
-1,245
56
– –
-17,613
57
– –
-2,760
58
– –
-8,487
1 2
3