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
451
$249K ﹤0.01%
15,699
452
$249K ﹤0.01%
+3,655
453
$248K ﹤0.01%
3,919
+137
454
$248K ﹤0.01%
+1,690
455
$245K ﹤0.01%
2,077
+1,033
456
$245K ﹤0.01%
+2,057
457
$244K ﹤0.01%
4,537
+437
458
$244K ﹤0.01%
11,305
459
$242K ﹤0.01%
+2,547
460
$241K ﹤0.01%
6,982
+1,323
461
$241K ﹤0.01%
4,384
-1,951
462
$237K ﹤0.01%
4,666
+756
463
$236K ﹤0.01%
2,079
+336
464
$234K ﹤0.01%
+3,679
465
$232K ﹤0.01%
16,168
-5,296
466
$231K ﹤0.01%
6,061
+584
467
$231K ﹤0.01%
7,057
-567
468
$230K ﹤0.01%
4,180
-1,015
469
$227K ﹤0.01%
7,170
-7,748
470
$224K ﹤0.01%
2,786
+268
471
$224K ﹤0.01%
2,230
-414
472
$223K ﹤0.01%
5,271
+636
473
$221K ﹤0.01%
1,342
+217
474
$219K ﹤0.01%
3,148
-788
475
$218K ﹤0.01%
+5,295
17 18
19
20 21