FM
Forward Management Portfolio holdings
AUM
$907M
1-Year Return
0.46%
This Quarter Return
+0.18%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$893M
AUM Growth
-$284M
(-24%)
Cap. Flow
-$288M
Cap. Flow
% of AUM
-32.22%
Top 10 Holdings %
Top 10 Hldgs %
45.41%
Holding
233
New
17
Increased
62
Reduced
86
Closed
25
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$33.8M |
| 2 |
Brookdale Senior Living
BKD
|
$8.35M |
| 3 |
Sabra Healthcare REIT
SBRA
|
$6.24M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$3.67M |
| 5 |
GOV
Government Properties Income Trust
GOV
|
$2.75M |
Top Sells
Sector Composition
| 1 | Real Estate | 36.4% |
| 2 | Financials | 5.81% |
| 3 | Healthcare | 2.6% |
| 4 | Technology | 2.27% |
| 5 | Communication Services | 1.72% |