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
126
$12.5M 0.25%
238,200
127
$12.2M 0.25%
326,650
-257,300
128
$12.2M 0.25%
627,200
+74,300
129
$12.1M 0.25%
+571,700
130
$12M 0.24%
54,100
131
$11.7M 0.24%
102,630
132
$11.7M 0.24%
186,000
-111,500
133
$11.7M 0.24%
388,300
+2,300
134
$11.2M 0.23%
913,005
+10,300
135
$11M 0.22%
140,900
+1,400
136
$10.9M 0.22%
387,000
+1,000
137
$10.7M 0.22%
579,700
+2,300
138
$10.6M 0.21%
729,500
+102,700
139
$10.3M 0.21%
127,540
140
$10.1M 0.2%
212,360
+700
141
$9.89M 0.2%
212,275
142
$9.37M 0.19%
392,600
+81,100
143
$9.23M 0.19%
180,000
144
$9.21M 0.19%
+121,300
145
$9.17M 0.19%
198,100
-33,500
146
$9.1M 0.18%
155,000
147
$9M 0.18%
135,000
+20,000
148
$8.97M 0.18%
122,400
+500
149
$8.81M 0.18%
85,000
+30,000
150
$8.66M 0.18%
735,500
+2,500
4 5
6
7 8