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
351
$815K 0.01%
4,769
+157
352
$815K 0.01%
4,569
353
$740K 0.01%
4,744
+646
354
$715K 0.01%
24,080
-2,780
355
$699K 0.01%
18,286
+6,318
356
$669K 0.01%
6,852
+380
357
$665K 0.01%
21,787
358
$657K 0.01%
3,722
-4,208
359
$652K 0.01%
4,862
+616
360
$646K 0.01%
55,965
361
$638K 0.01%
31,281
362
$634K 0.01%
12,408
-830
363
$633K 0.01%
3,755
-234
364
$617K 0.01%
+13,355
365
$614K 0.01%
17,680
366
$607K 0.01%
2,915
+472
367
$605K 0.01%
7,368
-20,070
368
$597K 0.01%
22,895
-7,690
369
$593K 0.01%
7,866
+761
370
$589K 0.01%
3,846
+48
371
$563K 0.01%
1,096
-18
372
$552K 0.01%
18,895
373
$545K 0.01%
15,500
+2,792
374
$538K 0.01%
2,577
+1,664
375
$535K 0.01%
8,733
+2,228
13 14
15
16 17