FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$14.3M
3
+$12.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
MET icon
MetLife
MET
+$11.3M

Top Sells

1
+$22.8M
2
+$22.5M
3
+$20.6M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$17.3M
5
TSN icon
Tyson Foods
TSN
+$15.1M

Sector Composition

1 Healthcare 16.68%
2 Technology 13.48%
3 Industrials 11.95%
4 Consumer Discretionary 11.29%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.74M 0.08%
179,928
227
$3.74M 0.08%
178,600
228
$3.73M 0.08%
+136,700
229
$3.72M 0.08%
65,000
230
$3.69M 0.08%
55,650
-21,100
231
$3.69M 0.07%
72,900
-5,800
232
$3.66M 0.07%
+129,500
233
$3.65M 0.07%
297,900
+19,900
234
$3.61M 0.07%
100,000
235
$3.6M 0.07%
198,400
+2,500
236
$3.59M 0.07%
149,000
237
$3.58M 0.07%
56,590
238
$3.58M 0.07%
+105,200
239
$3.58M 0.07%
91,978
-259,248
240
$3.57M 0.07%
47,550
241
$3.49M 0.07%
234,930
242
$3.39M 0.07%
128,000
+35,300
243
$3.35M 0.07%
53,600
244
$3.29M 0.07%
45,800
+800
245
$3.13M 0.06%
372,095
246
$3.1M 0.06%
47,500
+612
247
$3.1M 0.06%
23,600
248
$3.06M 0.06%
34,050
249
$2.97M 0.06%
53,500
250
$2.88M 0.06%
366,000
+88,000
8 9
10
11 12