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
$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
251
$3.14M 0.06%
96,400
252
$3.13M 0.06%
34,050
253
$3.07M 0.06%
43,850
-11,800
254
$3.05M 0.06%
131,100
+3,100
255
$3.04M 0.06%
104,750
+4,750
256
$2.99M 0.06%
53,500
257
$2.93M 0.06%
54,040
+4,080
258
$2.9M 0.06%
77,200
-347,260
259
$2.83M 0.05%
38,000
-11,900
260
$2.83M 0.05%
137,000
-64,500
261
$2.82M 0.05%
83,800
+3,800
262
$2.68M 0.05%
234,955
+135,538
263
$2.68M 0.05%
240,435
+5,505
264
$2.65M 0.05%
+75,537
265
$2.61M 0.05%
+32,233
266
$2.61M 0.05%
49,500
-23,400
267
$2.59M 0.05%
68,050
+3,050
268
$2.56M 0.05%
107,388
-72,540
269
$2.55M 0.05%
379,000
+111,500
270
$2.53M 0.05%
+84,890
271
$2.5M 0.05%
+18,948
272
$2.48M 0.05%
17,800
-5,800
273
$2.35M 0.05%
26,200
+1,200
274
$2.31M 0.04%
23,850
275
$2.3M 0.04%
88,630
+1,600
9 10
11
12 13