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FCM
Forester Capital Management Portfolio holdings
AUM
$70.8M
1-Year Est. Return
8.17%
This Fund
S&P 500
This Quarter
Est. Return
+7.8%
1 Year Est. Return
+8.17%
3 Year Est. Return
+33.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
+$5.18M
(+5%)
Cap. Flow
+$931K
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
44.16%
Holding
62
New
4
Increased
17
Reduced
12
Closed
5
Top Buys
| 1 |
Tyson Foods
TSN
|
+$2.63M |
| 2 |
SEP
Spectra Engy Parters Lp
SEP
|
+$1.38M |
| 3 |
Johnson & Johnson
JNJ
|
+$204K |
| 4 |
Target
TGT
|
+$155K |
| 5 |
Viatris
VTRS
|
+$118K |
Top Sells
| 1 |
Altria Group
MO
|
+$919K |
| 2 |
General Mills
GIS
|
+$795K |
| 3 |
Chevron
CVX
|
+$644K |
| 4 |
ExxonMobil
XOM
|
+$546K |
| 5 |
Walmart Inc
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% |
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