FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.73B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.6M
3
+$14.8M
4
ABBV icon
AbbVie
ABBV
+$14.4M
5
TSE icon
Trinseo
TSE
+$13.9M

Top Sells

1
+$21.2M
2
+$16.9M
3
+$15.2M
4
BBY icon
Best Buy
BBY
+$12.5M
5
PIR
Pier 1 Imports, Inc.
PIR
+$11.3M

Sector Composition

1 Technology 17.67%
2 Healthcare 16.23%
3 Industrials 13.39%
4 Consumer Discretionary 10.46%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.53M 0.07%
221,875
+200
227
$3.48M 0.07%
66,550
-6,000
228
$3.42M 0.07%
75,000
229
$3.42M 0.07%
50,000
230
$3.37M 0.07%
64,500
-10,000
231
$3.29M 0.07%
140,400
-20,000
232
$3.24M 0.07%
375,000
+150,000
233
$3.12M 0.07%
31,700
234
$3.06M 0.06%
33,556
235
$3.04M 0.06%
76,200
-200
236
$2.93M 0.06%
233,550
+19,575
237
$2.91M 0.06%
63,750
-200
238
$2.84M 0.06%
126,778
+125,709
239
$2.84M 0.06%
+231,000
240
$2.76M 0.06%
40,000
241
$2.64M 0.06%
45,920
-8,000
242
$2.62M 0.06%
35,000
243
$2.61M 0.06%
221,858
244
$2.61M 0.06%
27,800
245
$2.6M 0.06%
125,000
246
$2.51M 0.05%
24,302
247
$2.26M 0.05%
17,800
248
$2.19M 0.05%
+169,100
249
$2.02M 0.04%
+277,764
250
$2M 0.04%
98,957
8 9
10
11 12