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
351
– –
-543
352
– –
-1,606
353
– –
-293
354
– –
-394,340
355
– –
-1,952
356
– –
-110
357
– –
-1,070
358
– –
-953
359
– –
-809
360
– –
-5,747
361
– –
-266
362
– –
-2,837
363
– –
-164
364
– –
-8,863
365
– –
-365
366
– –
-3,803
367
– –
-47,700
368
– –
-801
369
– –
-512
370
– –
-14,585
371
– –
-1,803
372
– –
-640
373
– –
-2,833
374
– –
-4,301
375
– –
-147,800
13 14
15
16 17