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
251
$4.91M 0.08%
+38,000
252
$4.9M 0.08%
44,400
253
$4.88M 0.08%
176,500
+2,500
254
$4.75M 0.07%
228,500
+122,500
255
$4.72M 0.07%
164,500
256
$4.71M 0.07%
+95,500
257
$4.69M 0.07%
182,745
-29,797
258
$4.66M 0.07%
+418,000
259
$4.65M 0.07%
88,630
260
$4.64M 0.07%
+205,000
261
$4.64M 0.07%
34,199
-256
262
$4.56M 0.07%
35,046
263
$4.46M 0.07%
93,000
+19,500
264
$4.44M 0.07%
54,850
265
$4.43M 0.07%
414,000
+5,500
266
$4.33M 0.07%
227,000
267
$4.32M 0.07%
262,500
+205,200
268
$4.25M 0.07%
64,900
+96
269
$4.21M 0.07%
66,045
270
$4.12M 0.06%
114,000
+38,000
271
$4.11M 0.06%
20,200
-1,062
272
$3.86M 0.06%
45,900
-3,021
273
$3.85M 0.06%
152,500
-82,500
274
$3.8M 0.06%
103,900
+17,900
275
$3.79M 0.06%
145,304
+62,700
9 10
11
12 13