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
476
$215K ﹤0.01%
3,935
-417
477
$215K ﹤0.01%
252
+41
478
$212K ﹤0.01%
+5,609
479
$212K ﹤0.01%
1,759
-294
480
$212K ﹤0.01%
1,793
+1,593
481
$211K ﹤0.01%
15,400
+2,528
482
$209K ﹤0.01%
+9,715
483
$206K ﹤0.01%
2,802
-6,516
484
$205K ﹤0.01%
118
-234
485
$205K ﹤0.01%
15,753
486
$201K ﹤0.01%
1,810
487
$200K ﹤0.01%
5,274
+855
488
$199K ﹤0.01%
1,898
+197
489
$198K ﹤0.01%
1,857
+179
490
$197K ﹤0.01%
2,940
-761
491
$196K ﹤0.01%
3,889
-741
492
$196K ﹤0.01%
316
-81
493
$194K ﹤0.01%
10,135
+3,235
494
$189K ﹤0.01%
+10,101
495
$186K ﹤0.01%
5,767
+555
496
$181K ﹤0.01%
4,609
497
$180K ﹤0.01%
4,683
498
$177K ﹤0.01%
6,013
+988
499
$176K ﹤0.01%
+1,386
500
$176K ﹤0.01%
7,830
18 19
20
21 22