FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.8M
3
+$17.2M
4
BGS icon
B&G Foods
BGS
+$14.9M
5
STL
Sterling Bancorp
STL
+$13.9M

Top Sells

1
+$36.7M
2
+$35.7M
3
+$21.5M
4
APFH
AdvancePierre Foods Holdings
APFH
+$21.3M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$12.5M

Sector Composition

1 Technology 13.78%
2 Healthcare 13.53%
3 Financials 13.07%
4 Industrials 11.64%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$19K ﹤0.01%
+1,664
577
$16K ﹤0.01%
+2,378
578
$5K ﹤0.01%
468
-16
579
– –
-1,720
580
– –
-142,000
581
– –
-2,962
582
– –
-1,001
583
– –
-179,400
584
– –
-20,000
585
– –
-7,212
586
– –
-191,900
587
– –
-36,000
588
– –
-8,936
589
– –
-23,733
590
– –
-177,835
591
– –
-2,791
592
– –
-684,900
593
– –
-47,600
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