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
176
$10.3M 0.16%
171,600
+164,000
177
$10.3M 0.16%
532,500
+7,000
178
$10.1M 0.16%
88,065
-254
179
$10.1M 0.16%
440,000
-29,200
180
$9.9M 0.15%
202,533
+163,976
181
$9.83M 0.15%
163,546
-45,846
182
$9.77M 0.15%
381,600
+300
183
$9.57M 0.15%
253,000
-1,644
184
$9.15M 0.14%
84,800
+100
185
$9.13M 0.14%
227,375
+157,175
186
$9.01M 0.14%
72,000
187
$8.95M 0.14%
311,323
+127
188
$8.76M 0.14%
358,100
+45,700
189
$8.63M 0.13%
41,304
+350
190
$8.56M 0.13%
395,600
+200
191
$8.25M 0.13%
172,900
+67,000
192
$8.23M 0.13%
658,600
-2,100
193
$8.19M 0.13%
231,300
194
$8.13M 0.13%
202,965
-65,305
195
$8.1M 0.13%
110,800
-65,200
196
$7.99M 0.12%
471,682
+658
197
$7.97M 0.12%
212,100
-247,950
198
$7.95M 0.12%
30,700
199
$7.92M 0.12%
148,300
+1,000
200
$7.83M 0.12%
79,500
-837
6 7
8
9 10