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
$4.73B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.6M
3
+$14.8M
4
ABBV icon
AbbVie
ABBV
+$14.4M
5
TSE icon
Trinseo
TSE
+$13.9M

Top Sells

1
+$21.2M
2
+$16.9M
3
+$15.2M
4
BBY icon
Best Buy
BBY
+$12.5M
5
PIR
Pier 1 Imports, Inc.
PIR
+$11.3M

Sector Composition

1 Technology 17.67%
2 Healthcare 16.23%
3 Industrials 13.39%
4 Consumer Discretionary 10.46%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+100
277
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-403,100
278
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279
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-552,675
280
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281
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282
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-238,500
283
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-96,262
284
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-136,650
285
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-24,500
286
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-491,500
287
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-800
288
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-222,837
289
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-9,954
290
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-204,600
291
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-98,800
292
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-180,200
8 9 10 11
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