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
76
$23.9M 0.48%
705,717
+62,480
77
$23.8M 0.48%
131,975
+900
78
$23.3M 0.47%
797,780
-221,200
79
$22.6M 0.46%
607,170
+9,000
80
$22.5M 0.46%
549,890
+2,100
81
$21.9M 0.44%
267,400
+1,200
82
$21.6M 0.44%
283,300
-26,350
83
$21.5M 0.44%
942,360
84
$21.5M 0.44%
261,100
85
$21.4M 0.43%
1,020,930
+6,000
86
$21.3M 0.43%
844,292
+3,733
87
$21M 0.43%
2,541,500
+390,000
88
$20.8M 0.42%
469,729
+95,995
89
$20.4M 0.41%
799,885
+93,300
90
$19.7M 0.4%
502,319
+288,578
91
$19.6M 0.4%
485,750
92
$19.5M 0.4%
239,600
+29,200
93
$19.3M 0.39%
742,400
+173,000
94
$18.4M 0.37%
411,200
+33,700
95
$18.3M 0.37%
681,150
+2,300
96
$18.2M 0.37%
302,200
+1,200
97
$18.1M 0.37%
1,340,300
+5,000
98
$17.9M 0.36%
123,323
99
$17.7M 0.36%
221,800
-83,800
100
$17.6M 0.36%
633,967
+29,500
2 3
4
5 6