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
301
$4.63M 0.07%
165,900
+1,700
302
$4.46M 0.07%
+26,700
303
$4.37M 0.07%
261,900
-3,100
304
$4.37M 0.07%
222,300
+53,000
305
$4.33M 0.07%
168,000
306
$4.32M 0.07%
+25,000
307
$4.24M 0.07%
60,350
-13,900
308
$4.17M 0.07%
83,000
-6,480
309
$4.07M 0.06%
249,700
310
$4.01M 0.06%
250,000
+133,400
311
$3.9M 0.06%
+46,887
312
$3.89M 0.06%
42,400
+22,900
313
$3.85M 0.06%
+10,794
314
$3.68M 0.06%
+7,800
315
$3.53M 0.06%
+47,080
316
$3.41M 0.05%
48,150
+4,200
317
$3.41M 0.05%
+17,700
318
$3.41M 0.05%
42,600
-3,800
319
$3.33M 0.05%
+25,220
320
$3.23M 0.05%
15,800
-4,400
321
$3.2M 0.05%
+28,800
322
$3.15M 0.05%
57,232
+15,800
323
$3.08M 0.05%
+159,800
324
$2.91M 0.05%
+100,000
325
$2.85M 0.05%
+19,090
11 12
13
14 15