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
101
$17.6M 0.36%
529,000
+276,000
102
$17.3M 0.35%
324,500
103
$17.3M 0.35%
1,086,200
+5,600
104
$17.3M 0.35%
251,554
+900
105
$16.9M 0.34%
108,600
+1,000
106
$16.8M 0.34%
244,950
-417
107
$16.4M 0.33%
382,800
+150,600
108
$16.3M 0.33%
309,600
109
$15.8M 0.32%
123,450
110
$15.7M 0.32%
223,200
+1,200
111
$15.6M 0.32%
180,100
112
$15.2M 0.31%
342,900
113
$14.9M 0.3%
212,000
+1,500
114
$14.7M 0.3%
154,100
115
$14.7M 0.3%
316,325
+4,200
116
$14.4M 0.29%
935,010
+92,200
117
$14.1M 0.29%
424,460
-241,400
118
$13.4M 0.27%
326,760
119
$13.3M 0.27%
215,510
-143,000
120
$13.2M 0.27%
333,200
-28,800
121
$13.1M 0.27%
150,700
+1,200
122
$13.1M 0.27%
475,875
+47,300
123
$13M 0.26%
1,266,167
124
$12.8M 0.26%
335,800
-229,800
125
$12.7M 0.26%
599,000
-51,400
3 4
5
6 7