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
176
$6.05M 0.12%
165,330
177
$6M 0.12%
261,000
-67,000
178
$5.86M 0.12%
201,500
+2,000
179
$5.81M 0.12%
80,000
180
$5.75M 0.12%
404,900
+3,500
181
$5.69M 0.12%
154,500
+5,800
182
$5.65M 0.11%
315,400
+2,400
183
$5.63M 0.11%
+250,000
184
$5.62M 0.11%
159,870
+555
185
$5.56M 0.11%
325,900
+19,900
186
$5.48M 0.11%
52,000
187
$5.47M 0.11%
460,800
+8,800
188
$5.44M 0.11%
191,900
-803,500
189
$5.42M 0.11%
116,900
+40,900
190
$5.4M 0.11%
43,000
191
$5.4M 0.11%
229,300
+95,300
192
$5.36M 0.11%
75,000
193
$5.26M 0.11%
51,227
194
$5.13M 0.1%
460,323
195
$5.09M 0.1%
151,000
+2,000
196
$5M 0.1%
68,949
+11,900
197
$4.88M 0.1%
80,500
+650
198
$4.75M 0.1%
220,000
199
$4.73M 0.1%
212,000
+2,000
200
$4.69M 0.1%
105,900
+1,400
6 7
8
9 10