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
251
$1.91M 0.04%
140,700
+200
252
$1.9M 0.04%
30,000
253
$1.79M 0.04%
24,602
254
$1.71M 0.04%
+73,000
255
$1.61M 0.03%
25,000
256
$1.58M 0.03%
40,000
257
$1.39M 0.03%
56,300
+55,500
258
$1.37M 0.03%
+80,000
259
$1.36M 0.03%
128,993
-108,290
260
$1.34M 0.03%
40,000
261
$1.31M 0.03%
14,587
262
$1.25M 0.03%
33,200
-8,500
263
$1.07M 0.02%
24,378
-383,858
264
$1.01M 0.02%
62,600
+52,700
265
$921K 0.02%
130,500
266
$373K 0.01%
+4,200
267
$357K 0.01%
1,180
-320
268
$216K ﹤0.01%
660
269
$214K ﹤0.01%
+14,800
270
$134K ﹤0.01%
5,000
271
$87K ﹤0.01%
4,516
-145,826
272
$79K ﹤0.01%
8,817
273
$36K ﹤0.01%
+1,000
274
$21K ﹤0.01%
1,000
275
$16K ﹤0.01%
+1,000
8 9 10
11
12