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
$6.32B
AUM Growth
+$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$35.8M
3
+$34.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.4M
5
AAPL icon
Apple
AAPL
+$27.5M

Top Sells

1
+$37.2M
2
+$22.8M
3
+$22.3M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$20.9M
5
HON icon
Honeywell
HON
+$20.6M

Sector Composition

1 Financials 20.17%
2 Healthcare 13.51%
3 Technology 12.82%
4 Industrials 11.64%
5 Energy 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.7M 0.41%
141,701
+160
77
$25.3M 0.4%
+573,776
78
$24.9M 0.39%
533,400
-10,300
79
$24.3M 0.38%
1,060,200
-3,703
80
$23.9M 0.38%
182,600
-20,800
81
$23.9M 0.38%
597,440
-200,220
82
$23.8M 0.38%
117,200
+500
83
$23.8M 0.38%
187,900
+2,598
84
$23.7M 0.37%
1,403,700
+15,900
85
$23.5M 0.37%
+389,500
86
$23.4M 0.37%
+3,326,360
87
$23M 0.36%
536,583
-398,003
88
$22.9M 0.36%
124,700
-35,155
89
$22.2M 0.35%
450,600
+6,200
90
$21.9M 0.35%
124,100
+5,500
91
$21.5M 0.34%
568,256
+73,424
92
$21.4M 0.34%
313,900
-4,100
93
$21.3M 0.34%
526,700
+17,300
94
$21.2M 0.34%
157,600
-2,900
95
$21.2M 0.34%
455,030
+209,300
96
$20.9M 0.33%
563,100
+118,300
97
$20.9M 0.33%
231,400
+6,000
98
$20.8M 0.33%
118,217
-59,202
99
$20.8M 0.33%
270,088
+220
100
$20.6M 0.33%
974,300
-34,900
2 3
4
5 6