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
151
$8.59M 0.17%
366,400
+1,300
152
$8.56M 0.17%
307,700
+1,200
153
$8.49M 0.17%
1,157,800
+203,200
154
$8.25M 0.17%
347,000
+2,500
155
$7.97M 0.16%
360,000
156
$7.58M 0.15%
283,084
+1,892
157
$7.57M 0.15%
197,600
+11,700
158
$7.51M 0.15%
100,000
+1,000
159
$7.5M 0.15%
194,987
-289,270
160
$7.49M 0.15%
151,400
+2,400
161
$7.35M 0.15%
112,200
+1,200
162
$7.34M 0.15%
99,500
+26,100
163
$7.31M 0.15%
40,000
164
$7.15M 0.15%
452,000
+90,000
165
$6.95M 0.14%
82,500
166
$6.87M 0.14%
340,650
+20,025
167
$6.74M 0.14%
220,700
168
$6.73M 0.14%
343,500
+3,000
169
$6.68M 0.14%
384,400
+172,100
170
$6.4M 0.13%
95,200
+6,200
171
$6.36M 0.13%
+117,600
172
$6.34M 0.13%
166,500
-17,900
173
$6.32M 0.13%
+162,100
174
$6.29M 0.13%
79,000
+500
175
$6.19M 0.13%
129,700
+1,200
5 6
7
8 9