INDEPENDENT ORDER OF FORESTERS

TORONTO, A6 How do I update this listing?

Independent Order OF Foresters is based out of Toronto. Their last reported 13F filing for Q2 2020 included $136,634,000 in managed 13F securities and a top 10 holdings concentration of 98.73%. Independent Order OF Foresters's largest holding is iShares Core S&P Total U.S. Stock Market ETF-iShares Core S&P Total U.S. Stock Market ETF with shares held of 1,556,025. Independent Order OF Foresters has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings

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06/30/2020

13F Activity

  • Market Value $136.634 Million
  • Prior Market Value $85.071 Million
  • New Purchases10 stocks
  • Additional Purchases1 stock
  • Sold out of1 stock
  • Reduced holdings in1 stock
  • Top 10 Holdings % 98.73 %
  • Turnover % [1]:91.67%
  • Turnover Alt % [2]: 43.60 %
  • Time Held Top20:1.17 quarters
  • Time Held Top10:1.40 quarters
  • Time Held All:1.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 15.37%
Performance Last 4 Quarters: 12.2%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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Insider Transactions in the past year

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WhaleScore history for INDEPENDENT ORDER OF FORESTERS

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