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
$4.73B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.6M
3
+$14.8M
4
ABBV icon
AbbVie
ABBV
+$14.4M
5
TSE icon
Trinseo
TSE
+$13.9M

Top Sells

1
+$21.2M
2
+$16.9M
3
+$15.2M
4
BBY icon
Best Buy
BBY
+$12.5M
5
PIR
Pier 1 Imports, Inc.
PIR
+$11.3M

Sector Composition

1 Technology 17.67%
2 Healthcare 16.23%
3 Industrials 13.39%
4 Consumer Discretionary 10.46%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.3M 0.22%
+315,000
152
$10.3M 0.22%
265,300
153
$10.2M 0.22%
512,825
+400
154
$10M 0.21%
241,725
-600
155
$9.92M 0.21%
193,275
-48,650
156
$9.91M 0.21%
426
-1
157
$9.52M 0.2%
370,750
+400
158
$9.46M 0.2%
155,900
+200
159
$9.43M 0.2%
206,050
160
$9.01M 0.19%
464,175
+500
161
$8.94M 0.19%
+426,700
162
$8.94M 0.19%
241,901
163
$8.92M 0.19%
152,500
-45,900
164
$8.88M 0.19%
138,900
+26,200
165
$8.82M 0.19%
799,225
+36,700
166
$8.82M 0.19%
272,800
+269,800
167
$8.75M 0.19%
4,913
-12
168
$8.64M 0.18%
362,340
169
$8.42M 0.18%
228,200
170
$8.24M 0.17%
165,330
171
$7.93M 0.17%
255,075
+400
172
$7.92M 0.17%
80,000
173
$7.48M 0.16%
73,600
174
$7.48M 0.16%
55,000
175
$7.41M 0.16%
307,178
-59,700
5 6
7
8 9