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
526
$138K ﹤0.01%
4,230
+407
527
$138K ﹤0.01%
+1,947
528
$137K ﹤0.01%
3,417
+354
529
$134K ﹤0.01%
8,844
+1,095
530
$133K ﹤0.01%
+2,370
531
$133K ﹤0.01%
4,056
+420
532
$129K ﹤0.01%
+949
533
$128K ﹤0.01%
2,027
+141
534
$128K ﹤0.01%
1,097
+114
535
$127K ﹤0.01%
861
+142
536
$127K ﹤0.01%
2,942
537
$122K ﹤0.01%
3,184
538
$121K ﹤0.01%
2,900
+300
539
$120K ﹤0.01%
1,232
+1,056
540
$116K ﹤0.01%
+654
541
$115K ﹤0.01%
2,142
+222
542
$111K ﹤0.01%
3,514
543
$109K ﹤0.01%
5,993
544
$109K ﹤0.01%
2,298
+273
545
$107K ﹤0.01%
+2,200
546
$106K ﹤0.01%
+3,041
547
$105K ﹤0.01%
4,565
-527
548
$103K ﹤0.01%
3,443
549
$100K ﹤0.01%
576
+60
550
$97K ﹤0.01%
1,893
-1,785
20 21
22
23 24