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
251
$2.85M 0.06%
96,400
-46,800
252
$2.79M 0.06%
50,050
+550
253
$2.69M 0.05%
80,000
+45,500
254
$2.53M 0.05%
49,960
255
$2.49M 0.05%
80,000
256
$2.41M 0.05%
+143,500
257
$2.41M 0.05%
25,000
258
$2.28M 0.05%
74,100
259
$2.18M 0.04%
87,030
260
$2.13M 0.04%
23,850
261
$1.99M 0.04%
267,500
+19,000
262
$1.99M 0.04%
40,000
263
$1.94M 0.04%
+89,300
264
$1.94M 0.04%
73,500
-29,000
265
$1.71M 0.03%
21,732
266
$1.69M 0.03%
99,600
-5,800
267
$1.54M 0.03%
203,000
+8,000
268
$1.47M 0.03%
41,100
269
$1.34M 0.03%
32,200
+1,200
270
$1.33M 0.03%
87,500
+1,000
271
$1.01M 0.02%
99,417
272
$899K 0.02%
14,678
273
$864K 0.02%
+20,960
274
$515K 0.01%
+29,400
275
$450K 0.01%
+25,000
8 9 10
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