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
151
$5.24M 0.16%
+12,500
152
$5.08M 0.15%
+280,000
153
$5.05M 0.15%
+540,600
154
$4.97M 0.15%
+40,000
155
$4.85M 0.15%
+461,200
156
$4.76M 0.14%
+72,000
157
$4.76M 0.14%
+111,000
158
$4.71M 0.14%
+52,600
159
$4.42M 0.13%
+55,000
160
$4.37M 0.13%
+69,920
161
$4.34M 0.13%
+25,000
162
$4.18M 0.13%
+65,500
163
$4.01M 0.12%
+89,500
164
$3.97M 0.12%
+194,455
165
$3.94M 0.12%
+360,000
166
$3.93M 0.12%
+180,000
167
$3.74M 0.11%
+150,000
168
$3.74M 0.11%
+67,412
169
$3.68M 0.11%
+150,700
170
$3.65M 0.11%
+310,200
171
$3.63M 0.11%
+294,158
172
$3.6M 0.11%
+106,400
173
$3.55M 0.11%
+150,000
174
$3.52M 0.11%
+63,066
175
$3.42M 0.1%
+42,800
5 6
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