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
151
$13.6M 0.21%
594,875
-6,058
152
$13.3M 0.21%
320,200
+1,700
153
$13.1M 0.2%
194,750
+75,300
154
$12.9M 0.2%
75,158
+59
155
$12.8M 0.2%
509,000
+111,500
156
$12.7M 0.2%
239,462
-8,171
157
$12.5M 0.2%
190,800
-2,010
158
$12.5M 0.19%
+330,900
159
$11.9M 0.19%
383,000
-50,000
160
$11.9M 0.19%
292,700
+200
161
$11.9M 0.19%
462,275
-636,625
162
$11.8M 0.18%
187,390
-22,200
163
$11.7M 0.18%
246,753
+271
164
$11.7M 0.18%
218,324
+629
165
$11.6M 0.18%
306,250
-90,750
166
$11.6M 0.18%
362,100
+255,600
167
$11.4M 0.18%
69,951
-2,423
168
$11.4M 0.18%
216,800
-2,300
169
$11.3M 0.18%
+171,500
170
$11.1M 0.17%
113,500
-94,700
171
$11M 0.17%
428,000
172
$10.7M 0.17%
523,000
+7,000
173
$10.7M 0.17%
138,500
+19,000
174
$10.6M 0.17%
332,900
+203,400
175
$10.6M 0.17%
265,750
+2,600
5 6
7
8 9