FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$28.8M
3
+$25.1M
4
TTWO icon
Take-Two Interactive
TTWO
+$24.3M
5
CNC icon
Centene
CNC
+$16.8M

Top Sells

1
+$18.8M
2
+$17.9M
3
+$15.3M
4
TGH
Textainer Group Holdings limited
TGH
+$14.4M
5
HLF icon
Herbalife
HLF
+$13.9M

Sector Composition

1 Technology 15.43%
2 Industrials 14.42%
3 Consumer Discretionary 12.56%
4 Healthcare 11.64%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,200
277
– –
-263,800
278
– –
-28,800
279
– –
-43,400
280
– –
-40,000
281
– –
-80,000
282
– –
-150,000
283
– –
-202,900
8 9 10 11
12