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
$3.32B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$47.9M
3
+$46.8M
4
NUS icon
Nu Skin
NUS
+$46.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$46.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.79%
2 Technology 14.69%
3 Healthcare 12.67%
4 Consumer Discretionary 11.96%
5 Financials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.13M 0.21%
+137,400
127
$7.05M 0.21%
+172,788
128
$6.96M 0.21%
+80,000
129
$6.85M 0.21%
+320,000
130
$6.74M 0.2%
+135,000
131
$6.7M 0.2%
+554,617
132
$6.65M 0.2%
+105,000
133
$6.64M 0.2%
+208,050
134
$6.63M 0.2%
+135,000
135
$6.31M 0.19%
+138,100
136
$6.29M 0.19%
+157,837
137
$6.15M 0.18%
+330,000
138
$6.11M 0.18%
+263,800
139
$6.11M 0.18%
+91,900
140
$6.07M 0.18%
+153,000
141
$5.96M 0.18%
+82,500
142
$5.78M 0.17%
+53,300
143
$5.75M 0.17%
+67,323
144
$5.67M 0.17%
+231,100
145
$5.58M 0.17%
+339,100
146
$5.38M 0.16%
+75,100
147
$5.36M 0.16%
+287,800
148
$5.33M 0.16%
+195,963
149
$5.28M 0.16%
+674,800
150
$5.27M 0.16%
+80,000
4 5
6
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