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
1
$80.5M 1.63%
1,365,012
+2,000
2
$79.7M 1.62%
562,988
3
$68.9M 1.4%
1,247,935
+1,900
4
$67.9M 1.38%
253,186
+500
5
$62.5M 1.27%
398,180
+62,400
6
$62.2M 1.26%
676,880
+8,000
7
$60.6M 1.23%
560,050
+5,800
8
$58.8M 1.19%
939,050
+2,700
9
$58.3M 1.18%
2,139,980
+2,800
10
$57M 1.16%
760,000
+1,900
11
$56.7M 1.15%
546,660
+800
12
$56.6M 1.15%
1,278,160
+152,800
13
$55.4M 1.12%
564,410
+1,600
14
$54.9M 1.11%
843,050
+4,400
15
$54.8M 1.11%
1,947,931
+7,062
16
$51.7M 1.05%
1,817,300
+500
17
$51.5M 1.05%
465,800
+106,500
18
$51.4M 1.04%
950,625
+3,800
19
$50.9M 1.03%
457,450
-4,200
20
$48.5M 0.98%
1,333,800
+61,300
21
$47.7M 0.97%
822,710
-37,000
22
$47.2M 0.96%
1,841,425
+99,800
23
$46.6M 0.95%
1,512,800
+676,800
24
$46.3M 0.94%
2,343,417
-59,691
25
$45.8M 0.93%
774,198
1
2 3 4 5