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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
$6.14B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$17.9M
3
+$14.5M
4
CPAY icon
Corpay
CPAY
+$13.3M
5
RLJ icon
RLJ Lodging Trust
RLJ
+$13.2M

Top Sells

1
+$43.8M
2
+$24.1M
3
+$16.8M
4
SABR icon
Sabre
SABR
+$15.8M
5
IBM icon
IBM
IBM
+$12.5M

Sector Composition

1 Technology 14.2%
2 Financials 13.71%
3 Healthcare 13.37%
4 Industrials 12.16%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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608
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