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
201
$4.67M 0.09%
167,200
+44,200
202
$4.66M 0.09%
73,500
+1,000
203
$4.63M 0.09%
196,545
204
$4.63M 0.09%
59,500
205
$4.62M 0.09%
75,000
206
$4.56M 0.09%
121,000
+64,000
207
$4.55M 0.09%
257,500
+23,000
208
$4.52M 0.09%
60,200
+1,200
209
$4.41M 0.09%
113,100
210
$4.36M 0.09%
90,200
+1,200
211
$4.35M 0.09%
193,000
+1,000
212
$4.31M 0.09%
+315,700
213
$4.27M 0.09%
49,900
+11,800
214
$4.25M 0.09%
54,650
+8,300
215
$4.2M 0.09%
177,000
+55,000
216
$4.16M 0.08%
438,000
+2,000
217
$4.1M 0.08%
240,860
+2,355
218
$4.02M 0.08%
121,000
+1,000
219
$3.88M 0.08%
+100,000
220
$3.88M 0.08%
33,200
221
$3.85M 0.08%
47,700
222
$3.84M 0.08%
473,000
+4,000
223
$3.78M 0.08%
78,000
224
$3.74M 0.08%
12,856
+1,245
225
$3.74M 0.08%
27,800
7 8
9
10 11