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
$107M
AUM Growth
-$883K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.36M
3
+$1.35M
4
BP icon
BP
BP
+$1.11M
5
COP icon
ConocoPhillips
COP
+$882K

Top Sells

1
+$1.55M
2
+$1.45M
3
+$1.2M
4
AEP icon
American Electric Power
AEP
+$967K
5
AON icon
Aon
AON
+$684K

Sector Composition

1 Healthcare 25.68%
2 Financials 16.93%
3 Consumer Staples 15.59%
4 Industrials 7.91%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$105K 0.1%
3,200
52
$82K 0.08%
4,900
53
$75K 0.07%
2,700
54
$9K 0.01%
+514
55
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0
1 2
3