FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$14.3M
3
+$12.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
MET icon
MetLife
MET
+$11.3M

Top Sells

1
+$22.8M
2
+$22.5M
3
+$20.6M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$17.3M
5
TSN icon
Tyson Foods
TSN
+$15.1M

Sector Composition

1 Healthcare 16.68%
2 Technology 13.48%
3 Industrials 11.95%
4 Consumer Discretionary 11.29%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.6M 0.66%
674,087
52
$31.9M 0.65%
1,524,200
+281,200
53
$31.2M 0.63%
671,868
54
$31M 0.63%
2,215,242
+142,128
55
$30.6M 0.62%
325,375
56
$30.2M 0.61%
1,181,325
+36,171
57
$30M 0.61%
716,560
+2,800
58
$29.5M 0.6%
1,092,475
+138,700
59
$28.7M 0.58%
455,455
+35,594
60
$27.8M 0.57%
686,045
+2,300
61
$27.7M 0.56%
368,978
+40,200
62
$27.6M 0.56%
277,700
+700
63
$27.4M 0.56%
743,085
+1,800
64
$27.2M 0.55%
674,110
-1,500
65
$27M 0.55%
439,426
+11,900
66
$26.5M 0.54%
518,008
+900
67
$26.3M 0.53%
172,913
+208
68
$25.9M 0.53%
401,760
69
$25.8M 0.52%
677,400
-5,400
70
$25.6M 0.52%
675,900
+1,900
71
$25.6M 0.52%
886,500
72
$25.3M 0.51%
620,941
+1,051
73
$25.2M 0.51%
297,625
74
$24.8M 0.5%
371,700
-226,000
75
$24.6M 0.5%
1,341,110
+352,600
1 2
3
4 5