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
576
$55K ﹤0.01%
+235
577
$50K ﹤0.01%
+543
578
$47K ﹤0.01%
801
-34,776
579
$40K ﹤0.01%
2,749
580
$38K ﹤0.01%
1,385
581
$37K ﹤0.01%
925
582
$34K ﹤0.01%
1,047
583
$33K ﹤0.01%
5,923
+793
584
$28K ﹤0.01%
+348
585
$27K ﹤0.01%
+396
586
$25K ﹤0.01%
+1,100
587
$5K ﹤0.01%
468
588
$3K ﹤0.01%
+100
589
– –
-1,422
590
– –
-1,089
591
– –
-64,295
592
– –
-2,534
593
– –
-1,714
594
– –
-21,253
595
– –
-25,504
596
– –
-93,000
597
– –
-1,328
598
– –
-6,716
599
– –
-923
600
– –
-1,248
22 23
24
25 26