FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.4B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.8M
3
+$19.6M
4
DXC icon
DXC Technology
DXC
+$17.5M
5
AET
Aetna Inc
AET
+$15M

Top Sells

1
+$23.5M
2
+$21.4M
3
+$20.4M
4
AMN icon
AMN Healthcare
AMN
+$19M
5
OXM icon
Oxford Industries
OXM
+$18.1M

Sector Composition

1 Financials 14.51%
2 Technology 13.72%
3 Industrials 12.75%
4 Healthcare 12.12%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.6M 0.28%
104,480
-56,045
127
$17.5M 0.27%
181,700
+100
128
$17.4M 0.27%
423,524
-22,800
129
$17.2M 0.27%
538,800
-73,600
130
$16.8M 0.26%
444,524
+10,790
131
$16.6M 0.26%
151,500
-13,400
132
$16.5M 0.26%
220,100
-240,625
133
$16.5M 0.26%
897,500
-664,000
134
$16.1M 0.25%
155,500
-35,400
135
$15.9M 0.25%
514,670
-375,990
136
$15.9M 0.25%
307,600
-24,200
137
$15.8M 0.25%
101,941
138
$15.7M 0.25%
259,300
+44,500
139
$15.5M 0.24%
163,700
+32,700
140
$15.3M 0.24%
461,000
-43,800
141
$15M 0.23%
338,800
+95,100
142
$15M 0.23%
+83,200
143
$14.9M 0.23%
196,500
+32,700
144
$14.7M 0.23%
209,900
+1,500
145
$14.6M 0.23%
320,000
+1,600
146
$14.2M 0.22%
165,000
147
$14.2M 0.22%
675,000
-623,865
148
$14.1M 0.22%
162,274
+533
149
$13.9M 0.22%
587,800
-191,400
150
$13.7M 0.21%
108,800
-97,800
4 5
6
7 8