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
276
$5.88M 0.09%
98,300
-11,800
277
$5.86M 0.09%
197,300
+2,600
278
$5.85M 0.09%
68,100
-58,000
279
$5.84M 0.09%
123,900
-24,600
280
$5.83M 0.09%
+57,059
281
$5.73M 0.09%
91,200
-51,500
282
$5.61M 0.09%
78,400
283
$5.57M 0.09%
+36,441
284
$5.5M 0.09%
191,800
+2,600
285
$5.47M 0.09%
+124,384
286
$5.32M 0.08%
99,300
-6,600
287
$5.31M 0.08%
+30,500
288
$5.26M 0.08%
+32,000
289
$5.19M 0.08%
45,700
290
$5.18M 0.08%
123,600
+24,400
291
$5.07M 0.08%
+242,749
292
$5.05M 0.08%
+25,800
293
$5.01M 0.08%
226,500
-36,300
294
$4.99M 0.08%
+52,000
295
$4.94M 0.08%
48,800
296
$4.94M 0.08%
120,900
-12,000
297
$4.92M 0.08%
132,400
298
$4.84M 0.08%
126,200
+900
299
$4.81M 0.08%
485,900
+405,200
300
$4.65M 0.07%
+22,500
10 11
12
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