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
276
$3.74M 0.06%
149,500
+1,500
277
$3.66M 0.06%
41,822
278
$3.62M 0.06%
84,500
+1,000
279
$3.62M 0.06%
125,093
-8,200
280
$3.52M 0.05%
167,300
+500
281
$3.51M 0.05%
55,085
+4,333
282
$3.51M 0.05%
113,300
-15,323
283
$3.48M 0.05%
35,850
+7,828
284
$3.38M 0.05%
119,200
-3,950
285
$3.34M 0.05%
56,280
-25,800
286
$3.31M 0.05%
+152,000
287
$3.3M 0.05%
28,150
-5,900
288
$3.23M 0.05%
43,850
-2,197
289
$3.21M 0.05%
53,437
290
$3.2M 0.05%
82,000
-6,072
291
$3.15M 0.05%
48,500
-1,000
292
$3.1M 0.05%
39,661
+4,300
293
$3.05M 0.05%
84,800
+100
294
$3.04M 0.05%
33,249
-38,257
295
$3M 0.05%
110,850
+700
296
$2.96M 0.05%
413,500
+6,000
297
$2.89M 0.05%
38,810
+5,535
298
$2.87M 0.04%
64,368
+20,400
299
$2.79M 0.04%
252,600
300
$2.75M 0.04%
26,500
10 11
12
13 14