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
$6.32B
AUM Growth
+$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$34M
3
+$31.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$27.2M
5
AAPL icon
Apple
AAPL
+$25.3M

Top Sells

1
+$33.8M
2
+$23.1M
3
+$22.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$21.9M
5
AMAT icon
Applied Materials
AMAT
+$21M

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
401
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402
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403
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404
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405
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406
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407
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408
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-4,665
409
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-102,800
410
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411
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-202,500
412
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413
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415
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416
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417
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418
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419
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420
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421
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422
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423
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424
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-147,800
425
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-172,400
14 15 16
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