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
201
$7.82M 0.12%
473,107
+65,300
202
$7.77M 0.12%
132,300
+21,900
203
$7.7M 0.12%
90,431
+22,993
204
$7.64M 0.12%
291,000
+4,000
205
$7.62M 0.12%
196,200
-525,400
206
$7.61M 0.12%
164,250
-27,000
207
$7.39M 0.12%
145,500
208
$7.33M 0.11%
+420,100
209
$7.27M 0.11%
92,017
+2,984
210
$7.03M 0.11%
58,982
-8,226
211
$7.02M 0.11%
246,000
212
$6.95M 0.11%
74,991
-1,909
213
$6.8M 0.11%
317,100
+2,600
214
$6.78M 0.11%
39,413
+86
215
$6.75M 0.11%
59,000
+4,000
216
$6.67M 0.1%
65,500
+1,000
217
$6.6M 0.1%
418,500
+37,000
218
$6.33M 0.1%
201,500
+18,000
219
$6.29M 0.1%
239,500
-37,000
220
$6.22M 0.1%
85,000
221
$6.2M 0.1%
153,700
-151,525
222
$6.19M 0.1%
92,800
+400
223
$6.04M 0.09%
173,000
+110,500
224
$6.02M 0.09%
138,000
225
$5.95M 0.09%
+90,100
7 8
9
10 11