FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$19.7M
3
+$16.8M
4
SABR icon
Sabre
SABR
+$14.8M
5
OXM icon
Oxford Industries
OXM
+$14.6M

Top Sells

1
+$23.8M
2
+$18.6M
3
+$18.2M
4
LEA icon
Lear
LEA
+$18.2M
5
JNPR
Juniper Networks
JNPR
+$15.8M

Sector Composition

1 Technology 14.61%
2 Healthcare 13.66%
3 Financials 12.08%
4 Consumer Discretionary 11.98%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$577K 0.01%
18,733
-6,151
327
$557K 0.01%
17,973
-120
328
$506K 0.01%
19,600
+14,500
329
$474K 0.01%
4,705
330
$471K 0.01%
5,662
331
$468K 0.01%
7,600
+500
332
$459K 0.01%
18,324
+2,500
333
$421K 0.01%
+3,970
334
$383K 0.01%
7,908
335
$380K 0.01%
5,632
336
$335K 0.01%
11,060
+4,430
337
$326K 0.01%
11,538
338
$322K 0.01%
9,049
339
$315K 0.01%
+20,732
340
$304K 0.01%
6,369
+4,159
341
$276K ﹤0.01%
13,727
342
$263K ﹤0.01%
6,700
+1,000
343
$237K ﹤0.01%
18,400
344
$192K ﹤0.01%
+4,400
345
$180K ﹤0.01%
5,185
346
$176K ﹤0.01%
7,630
347
$176K ﹤0.01%
3,810
+2,030
348
$174K ﹤0.01%
3,100
+300
349
$159K ﹤0.01%
557
+200
350
$152K ﹤0.01%
1,577
12 13
14
15 16