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
426
$322K 0.01%
+3,146
427
$322K 0.01%
2,355
+381
428
$318K 0.01%
7,744
429
$314K ﹤0.01%
6,140
+320
430
$299K ﹤0.01%
7,315
-2,095
431
$299K ﹤0.01%
2,389
+230
432
$299K ﹤0.01%
1,919
-183
433
$294K ﹤0.01%
2,453
+468
434
$290K ﹤0.01%
+7,512
435
$286K ﹤0.01%
5,434
+2,334
436
$282K ﹤0.01%
11,421
+1,100
437
$281K ﹤0.01%
+61,380
438
$281K ﹤0.01%
20,317
439
$277K ﹤0.01%
+13,725
440
$275K ﹤0.01%
6,223
+3,924
441
$273K ﹤0.01%
3,399
+163
442
$273K ﹤0.01%
+1,380
443
$267K ﹤0.01%
8,467
+1,602
444
$264K ﹤0.01%
13,447
445
$262K ﹤0.01%
5,995
-372
446
$259K ﹤0.01%
+3,375
447
$257K ﹤0.01%
7,093
+1,061
448
$255K ﹤0.01%
4,200
+200
449
$251K ﹤0.01%
9,143
+1,037
450
$251K ﹤0.01%
6,150
-901
16 17
18
19 20