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
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$18.6M
3
+$18.2M
4
DXC icon
DXC Technology
DXC
+$17.3M
5
AET
Aetna Inc
AET
+$14.3M

Top Sells

1
+$25.2M
2
+$21.4M
3
+$21.3M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$17.9M
5
AMN icon
AMN Healthcare
AMN
+$17.6M

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
626
– –
-1,176
627
– –
-1,601
628
– –
-24,685
629
– –
-2,516
630
– –
-385,000
631
– –
-1,854
632
– –
-2,300
633
– –
-2,656
634
– –
-999
635
– –
-1,089
636
– –
-509,182
637
– –
-1,494
638
– –
-2,367
639
– –
-4,807
640
– –
-274,500
641
– –
-1,090
642
– –
-23,800
643
– –
-672
644
– –
-1,389
645
– –
-23,022
646
– –
-2,064
647
– –
0
648
– –
-203,500
649
– –
-1,925
22 23 24 25
26