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
$5.18B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$37.4M
3
+$20.8M
4
SHPG
Shire pic
SHPG
+$20.1M
5
SIMO icon
Silicon Motion
SIMO
+$16.2M

Top Sells

1
+$80.5M
2
+$32.2M
3
+$27.2M
4
SNDK
SANDISK CORP
SNDK
+$21.6M
5
SYNA icon
Synaptics
SYNA
+$17.7M

Sector Composition

1 Healthcare 16.83%
2 Technology 12.85%
3 Consumer Discretionary 10.45%
4 Industrials 10.18%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.37M 0.08%
79,200
+1,200
227
$4.31M 0.08%
181,000
+4,000
228
$4.3M 0.08%
+59,049
229
$4.18M 0.08%
+65,725
230
$4.16M 0.08%
329,000
+31,100
231
$4.01M 0.08%
51,125
+1,075
232
$3.97M 0.08%
195,500
+106,200
233
$3.95M 0.08%
33,200
234
$3.86M 0.07%
160,900
-17,700
235
$3.86M 0.07%
224,000
+25,600
236
$3.82M 0.07%
27,800
237
$3.8M 0.07%
377,690
+5,595
238
$3.8M 0.07%
44,250
-3,450
239
$3.78M 0.07%
149,000
240
$3.71M 0.07%
53,000
-47,000
241
$3.71M 0.07%
+115,147
242
$3.69M 0.07%
91,978
243
$3.67M 0.07%
+53,337
244
$3.35M 0.06%
371,000
+5,000
245
$3.33M 0.06%
+93,220
246
$3.28M 0.06%
+120,800
247
$3.25M 0.06%
41,750
-5,800
248
$3.22M 0.06%
48,000
+500
249
$3.2M 0.06%
53,600
250
$3.18M 0.06%
+34,385
8 9
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