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
$5.99B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.9M
3
+$12.1M
4
HAL icon
Halliburton
HAL
+$11.2M
5
FNF icon
Fidelity National Financial
FNF
+$11M

Top Sells

1
+$27.2M
2
+$26.4M
3
+$25.5M
4
NUS icon
Nu Skin
NUS
+$24.4M
5
NTAP icon
NetApp
NTAP
+$23.9M

Sector Composition

1 Financials 15.9%
2 Technology 13.78%
3 Industrials 12.7%
4 Healthcare 12.54%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$29K ﹤0.01%
1,047
377
$24K ﹤0.01%
925
378
$4K ﹤0.01%
468
379
– –
-3,433
380
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-1,690
381
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-24,036
382
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-3,839
383
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-306,250
384
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-3,889
385
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-167,500
386
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-54,850
387
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-1,100
388
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-53,000
389
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-1,454
390
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-13,725
391
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-2,900
392
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-1,630
393
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-5,729
394
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-5,995
395
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-9,143
396
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-2,536
397
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-2,497
398
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-2,915
399
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-822
400
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-3,375
14 15
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