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
$4.93B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$14.3M
3
+$12.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
MET icon
MetLife
MET
+$11.3M

Top Sells

1
+$22.8M
2
+$22.5M
3
+$20.6M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$17.3M
5
TSN icon
Tyson Foods
TSN
+$15.1M

Sector Composition

1 Healthcare 16.68%
2 Technology 13.48%
3 Industrials 11.95%
4 Consumer Discretionary 11.29%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$351K 0.01%
+20,200
277
$338K 0.01%
+14,000
278
$186K ﹤0.01%
3,100
279
$9K ﹤0.01%
+862
280
– –
-691,760
281
– –
-11,500
282
– –
-226,155
283
– –
-232,800
284
– –
-253,500
285
– –
-100,900
286
– –
-34,500
287
– –
-259,000
288
– –
-1,220,600
289
– –
-221,000
290
– –
-27,089
291
– –
-48,228
8 9 10 11
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