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
501
$174K ﹤0.01%
3,272
+315
502
$173K ﹤0.01%
+3,794
503
$172K ﹤0.01%
+11,510
504
$171K ﹤0.01%
3,150
-649
505
$171K ﹤0.01%
+1,630
506
$170K ﹤0.01%
3,532
-112
507
$169K ﹤0.01%
2,671
+1,010
508
$169K ﹤0.01%
283
+46
509
$168K ﹤0.01%
972
-510
510
$164K ﹤0.01%
2,259
-7,163
511
$163K ﹤0.01%
3,735
512
$163K ﹤0.01%
+5,736
513
$160K ﹤0.01%
2,304
-192
514
$160K ﹤0.01%
1,314
+244
515
$156K ﹤0.01%
10,800
516
$155K ﹤0.01%
4,500
517
$153K ﹤0.01%
7,476
518
$153K ﹤0.01%
3,737
-163
519
$151K ﹤0.01%
8,632
+2,120
520
$150K ﹤0.01%
7,559
+962
521
$148K ﹤0.01%
+2,200
522
$147K ﹤0.01%
7,486
523
$147K ﹤0.01%
590
+352
524
$139K ﹤0.01%
344
+57
525
$139K ﹤0.01%
+7,332
19 20
21
22 23