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
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.8M
3
+$19.6M
4
DXC icon
DXC Technology
DXC
+$17.5M
5
AET
Aetna Inc
AET
+$15M

Top Sells

1
+$23.5M
2
+$21.4M
3
+$20.4M
4
AMN icon
AMN Healthcare
AMN
+$19M
5
OXM icon
Oxford Industries
OXM
+$18.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.72%
3 Industrials 12.75%
4 Healthcare 12.12%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.93M 0.09%
180,096
227
$5.88M 0.09%
+200,000
228
$5.88M 0.09%
480,100
+3,200
229
$5.86M 0.09%
133,334
-2,132
230
$5.82M 0.09%
+221,000
231
$5.81M 0.09%
+705,500
232
$5.76M 0.09%
87,657
+9,300
233
$5.55M 0.09%
49,500
234
$5.5M 0.09%
45,600
+4,534
235
$5.47M 0.09%
136,380
-1,190
236
$5.46M 0.09%
101,400
237
$5.43M 0.08%
264,500
+4,000
238
$5.43M 0.08%
175,250
+184
239
$5.41M 0.08%
30,348
+1,875
240
$5.41M 0.08%
24,516
+3,571
241
$5.38M 0.08%
265,000
242
$5.26M 0.08%
+247,000
243
$5.22M 0.08%
128,500
+68,000
244
$5.11M 0.08%
287,216
-110,200
245
$5.03M 0.08%
330,317
+231,530
246
$5.02M 0.08%
61,983
+17,188
247
$5.01M 0.08%
131,500
+500
248
$4.98M 0.08%
105,100
+100
249
$4.98M 0.08%
65,000
+1,000
250
$4.95M 0.08%
61,723
+4,723
8 9
10
11 12