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

Top Buys

1
+$45.7M
2
+$35.8M
3
+$34.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.4M
5
AAPL icon
Apple
AAPL
+$27.5M

Top Sells

1
+$37.2M
2
+$22.8M
3
+$22.3M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$20.9M
5
HON icon
Honeywell
HON
+$20.6M

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
26
$44.9M 0.71%
1,770,503
+303,063
27
$44.5M 0.7%
397,670
+52,010
28
$44.3M 0.7%
543,013
+36,130
29
$43.8M 0.69%
463,630
+19,090
30
$42.8M 0.68%
544,125
+530
31
$42.8M 0.68%
1,105,567
+189,930
32
$42.4M 0.67%
547,959
+32,420
33
$40.7M 0.64%
275,410
-17,370
34
$40.4M 0.64%
670,477
+320
35
$39.7M 0.63%
477,389
+66,160
36
$39.7M 0.63%
466,521
37
$39.2M 0.62%
293,687
+710
38
$38.8M 0.61%
429,860
+28,210
39
$38.3M 0.61%
280,955
-18,180
40
$37.9M 0.6%
484,235
-68,600
41
$37.8M 0.6%
751,145
+3,260
42
$37.5M 0.59%
1,197,885
+121,230
43
$37.5M 0.59%
381,097
+64,440
44
$37.1M 0.59%
464,432
-29,310
45
$36.9M 0.58%
252,065
+63,940
46
$36.8M 0.58%
885,498
+14,332
47
$36.3M 0.57%
687,855
-92,610
48
$36M 0.57%
2,053,220
+38,461
49
$35.8M 0.57%
+813,170
50
$35.1M 0.56%
464,342
+4,381
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