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
$5.18B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$37.4M
3
+$20.8M
4
SHPG
Shire pic
SHPG
+$20.1M
5
SIMO icon
Silicon Motion
SIMO
+$16.2M

Top Sells

1
+$80.5M
2
+$32.2M
3
+$27.2M
4
SNDK
SANDISK CORP
SNDK
+$21.6M
5
SYNA icon
Synaptics
SYNA
+$17.7M

Sector Composition

1 Healthcare 16.83%
2 Technology 12.85%
3 Consumer Discretionary 10.45%
4 Industrials 10.18%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$952K 0.02%
+19,420
302
$907K 0.02%
14,925
+247
303
$880K 0.02%
+32,994
304
$790K 0.02%
+49,532
305
$732K 0.01%
+25,140
306
$721K 0.01%
+8,443
307
$681K 0.01%
+6,763
308
$619K 0.01%
+10,143
309
$595K 0.01%
+25,219
310
$570K 0.01%
+19,285
311
$564K 0.01%
+95,817
312
$521K 0.01%
+18,093
313
$505K 0.01%
+5,712
314
$497K 0.01%
+15,824
315
$472K 0.01%
+5,632
316
$455K 0.01%
+19,461
317
$439K 0.01%
+21,072
318
$434K 0.01%
+25,708
319
$424K 0.01%
+8,012
320
$421K 0.01%
+5,488
321
$347K 0.01%
5,500
+2,400
322
$334K 0.01%
+9,049
323
$321K 0.01%
+3,500
324
$315K 0.01%
+11,658
325
$300K 0.01%
+13,917
11 12
13
14 15