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
176
$7.38M 0.16%
138,000
-20,000
177
$7.29M 0.15%
184,600
178
$7.25M 0.15%
151,470
-171,778
179
$7.08M 0.15%
227,600
180
$7.03M 0.15%
78,650
181
$6.82M 0.14%
285,300
+400
182
$6.7M 0.14%
531,900
183
$6.11M 0.13%
82,500
184
$5.85M 0.12%
40,000
185
$5.82M 0.12%
180,000
186
$5.75M 0.12%
370,675
+500
187
$5.68M 0.12%
290,475
-227,900
188
$5.58M 0.12%
150,000
189
$5.56M 0.12%
30,400
190
$5.55M 0.12%
87,500
+10,000
191
$5.52M 0.12%
52,600
192
$5.36M 0.11%
380,675
-115,700
193
$5.34M 0.11%
122,500
194
$5.28M 0.11%
152,600
195
$5.21M 0.11%
335,550
+500
196
$5.2M 0.11%
121,625
-300
197
$5.16M 0.11%
21,683
-47,635
198
$5.09M 0.11%
360,000
199
$5.05M 0.11%
67,133
-7,500
200
$4.98M 0.11%
176,225
+21,700
6 7
8
9 10