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
551
$97K ﹤0.01%
1,368
-58
552
$95K ﹤0.01%
+8,422
553
$94K ﹤0.01%
+6,500
554
$93K ﹤0.01%
+1,454
555
$86K ﹤0.01%
1,796
+186
556
$86K ﹤0.01%
406
+116
557
$85K ﹤0.01%
1,305
+135
558
$81K ﹤0.01%
989
-13,279
559
$81K ﹤0.01%
1,228
-78,172
560
$79K ﹤0.01%
+2,480
561
$79K ﹤0.01%
1,341
562
$77K ﹤0.01%
880
-234
563
$76K ﹤0.01%
5,344
-253
564
$69K ﹤0.01%
822
+85
565
$67K ﹤0.01%
1,504
-106
566
$67K ﹤0.01%
+541
567
$66K ﹤0.01%
1,703
568
$64K ﹤0.01%
723
569
$63K ﹤0.01%
+1,030
570
$62K ﹤0.01%
+946
571
$62K ﹤0.01%
165
-488
572
$58K ﹤0.01%
+482
573
$58K ﹤0.01%
1,549
574
$58K ﹤0.01%
3,902
+404
575
$56K ﹤0.01%
1,740
21 22
23
24 25