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
$5.71B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.5M
3
+$18.9M
4
FE icon
FirstEnergy
FE
+$18.7M
5
KO icon
Coca-Cola
KO
+$18.3M

Top Sells

1
+$34M
2
+$32.2M
3
+$30M
4
AAPL icon
Apple
AAPL
+$25.5M
5
DFS
Discover Financial Services
DFS
+$20.3M

Sector Composition

1 Financials 17.64%
2 Technology 14.01%
3 Healthcare 12.77%
4 Industrials 10.71%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-59,132
327
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-123,700
328
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-64,650
329
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-25,250
330
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-123,250
331
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-43
332
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-151,748
333
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-250,190
334
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-550,900
335
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-331,800
336
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-61,900
337
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-51,600
338
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-278,850
339
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-61,900
340
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-422,300
341
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-231,900
342
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-192,300
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