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
$5.69B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$17.3M
3
+$15.7M
4
APFH
AdvancePierre Foods Holdings
APFH
+$12.9M
5
TPR icon
Tapestry
TPR
+$12.7M

Top Sells

1
+$34.4M
2
+$32.1M
3
+$28M
4
MCK icon
McKesson
MCK
+$22.5M
5
HPE icon
Hewlett Packard
HPE
+$18.8M

Sector Composition

1 Technology 14.08%
2 Healthcare 12.77%
3 Financials 12.47%
4 Consumer Discretionary 11.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-254,273
402
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-278,000
403
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-42,100
404
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-3,200
405
– –
-50,000
406
– –
-205,500
407
– –
-309,955
408
– –
-150,820
409
– –
-34,000
410
– –
-76,200
411
– –
-141,000
412
– –
-2,150
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