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
$6.32B
AUM Growth
+$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$35.8M
3
+$34.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.4M
5
AAPL icon
Apple
AAPL
+$27.5M

Top Sells

1
+$37.2M
2
+$22.8M
3
+$22.3M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$20.9M
5
HON icon
Honeywell
HON
+$20.6M

Sector Composition

1 Financials 20.17%
2 Healthcare 13.51%
3 Technology 12.82%
4 Industrials 11.64%
5 Energy 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.83M 0.11%
100,250
-37,800
252
$6.73M 0.11%
408,000
+73,100
253
$6.72M 0.11%
202,000
+2,600
254
$6.63M 0.11%
227,200
+2,800
255
$6.63M 0.1%
71,400
-2,900
256
$6.63M 0.1%
457,200
-165,400
257
$6.61M 0.1%
535,400
+21,600
258
$6.6M 0.1%
129,500
+600
259
$6.6M 0.1%
45,500
-81,450
260
$6.59M 0.1%
166,875
-17,250
261
$6.57M 0.1%
+39,100
262
$6.55M 0.1%
75,500
-8,800
263
$6.53M 0.1%
51,100
+600
264
$6.48M 0.1%
146,456
-264,351
265
$6.46M 0.1%
345,745
-297,900
266
$6.44M 0.1%
+95,138
267
$6.38M 0.1%
149,800
+13,200
268
$6.29M 0.1%
+55,250
269
$6.06M 0.1%
438,500
+5,400
270
$6.04M 0.1%
107,100
-48,100
271
$6.03M 0.1%
334,200
+2,800
272
$6.01M 0.1%
249,832
+65,397
273
$6M 0.09%
252,247
+3,198
274
$5.99M 0.09%
35,800
+3,200
275
$5.98M 0.09%
151,200
+14,000
9 10
11
12 13