FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$14.3M
3
+$12.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
MET icon
MetLife
MET
+$11.3M

Top Sells

1
+$22.8M
2
+$22.5M
3
+$20.6M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$17.3M
5
TSN icon
Tyson Foods
TSN
+$15.1M

Sector Composition

1 Healthcare 16.68%
2 Technology 13.48%
3 Industrials 11.95%
4 Consumer Discretionary 11.29%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45.6M 0.92%
1,539,931
+5,296
27
$45.1M 0.92%
422,082
28
$44.9M 0.91%
633,029
+201,384
29
$44.3M 0.9%
332,080
30
$44M 0.89%
1,650,600
+8,300
31
$43.2M 0.88%
847,803
+62,200
32
$42.9M 0.87%
2,572,000
+4,500
33
$42.1M 0.86%
302,443
34
$40.6M 0.82%
806,500
+57,500
35
$39.9M 0.81%
1,059,700
+11,200
36
$39.4M 0.8%
779,418
+2,096
37
$39.2M 0.8%
1,711,475
+291,900
38
$38.9M 0.79%
705,330
+3,400
39
$37.4M 0.76%
1,157,050
-25,100
40
$37M 0.75%
647,700
+1,900
41
$36.6M 0.74%
1,003,850
+253,200
42
$35.9M 0.73%
1,325,500
+3,300
43
$35M 0.71%
419,202
+10,600
44
$34.2M 0.69%
333,960
45
$34.2M 0.69%
287,077
+33,127
46
$33.5M 0.68%
2,167,250
-412,000
47
$33.4M 0.68%
968,154
+14,397
48
$32.8M 0.67%
368,910
-10,500
49
$32.7M 0.66%
208,260
50
$32.7M 0.66%
887,460
+2,000
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