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
376
$529K 0.01%
4,939
+280
377
$527K 0.01%
4,176
+379
378
$526K 0.01%
17,610
379
$523K 0.01%
2,809
+100
380
$519K 0.01%
11,048
+2,959
381
$515K 0.01%
+3,327
382
$515K 0.01%
18,357
383
$507K 0.01%
3,839
+622
384
$500K 0.01%
5,831
+1,085
385
$499K 0.01%
4,376
-6,821
386
$498K 0.01%
5,245
-148
387
$486K 0.01%
9,295
+1,995
388
$475K 0.01%
5,841
+447
389
$474K 0.01%
+20,000
390
$464K 0.01%
4,052
-380
391
$453K 0.01%
10,310
+6,456
392
$448K 0.01%
9,322
+4,496
393
$444K 0.01%
24,473
+6,510
394
$438K 0.01%
5,650
+916
395
$438K 0.01%
11,364
+2,501
396
$433K 0.01%
11,120
+1,800
397
$433K 0.01%
5,423
-1,286
398
$427K 0.01%
9,994
-1,352
399
$427K 0.01%
11,300
+1,840
400
$426K 0.01%
6,641
14 15
16
17 18