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
326
$1.44M 0.02%
15,942
-11,168
327
$1.41M 0.02%
+8,950
328
$1.41M 0.02%
15,172
+4,180
329
$1.36M 0.02%
26,080
-3,240
330
$1.34M 0.02%
21,939
-623
331
$1.29M 0.02%
89,600
+400
332
$1.25M 0.02%
9,594
333
$1.1M 0.02%
+10,235
334
$1.03M 0.02%
13,031
+1,700
335
$1M 0.02%
177,255
336
$997K 0.02%
+23,105
337
$989K 0.02%
37,961
+6,321
338
$944K 0.01%
15,094
+795
339
$944K 0.01%
269
+37
340
$912K 0.01%
11,602
-5,395
341
$912K 0.01%
+39,928
342
$904K 0.01%
37,518
343
$881K 0.01%
46,016
344
$880K 0.01%
32,332
345
$871K 0.01%
9,466
346
$861K 0.01%
19,995
+14,861
347
$858K 0.01%
147,351
348
$852K 0.01%
3,433
+207
349
$833K 0.01%
731
+119
350
$820K 0.01%
61,045
12 13
14
15 16