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
401
$418K 0.01%
5,125
+3,071
402
$417K 0.01%
6,172
+4,576
403
$416K 0.01%
22,665
-1,464
404
$415K 0.01%
8,169
+787
405
$403K 0.01%
5,468
-1,595
406
$401K 0.01%
3,189
+2,650
407
$400K 0.01%
82,720
-24,480
408
$399K 0.01%
2,011
+326
409
$398K 0.01%
6,958
-2,120
410
$395K 0.01%
12,458
-581
411
$388K 0.01%
1,317
+259
412
$382K 0.01%
5,517
413
$377K 0.01%
3,703
-1,833
414
$372K 0.01%
1,896
-7,063
415
$367K 0.01%
5,729
+577
416
$365K 0.01%
2,559
+273
417
$362K 0.01%
2,066
-597
418
$354K 0.01%
2,497
+240
419
$348K 0.01%
2,536
+411
420
$341K 0.01%
9,078
-1,536
421
$339K 0.01%
2,976
422
$338K 0.01%
7,133
+1,155
423
$326K 0.01%
1,008
+164
424
$324K 0.01%
1,683
+273
425
$323K 0.01%
3,623
+690
15 16
17
18 19