FAM

Foresters Asset Management Portfolio holdings

AUM $195M
1-Year Est. Return 9.74%
This Quarter Est. Return
1 Year Est. Return
+9.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$26.9M
3
+$5.9M
4
LMT icon
Lockheed Martin
LMT
+$5.61M
5
LLY icon
Eli Lilly
LLY
+$5.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.14%
2 Financials 10.11%
3 Technology 6.4%
4 Consumer Staples 6.12%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$122K 0.06%
+900
77
$115K 0.06%
+4,200
78
$112K 0.06%
+2,250
79
$109K 0.06%
+2,300
80
$108K 0.06%
+900
81
$97K 0.05%
+2,900
82
$83K 0.04%
+465
83
$34K 0.02%
+860
1 2 3
4