FM

Forward Management Portfolio holdings

AUM $907M
1-Year Est. Return 0.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$887M
AUM Growth
-$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$28.6M
3 +$21.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$16.3M

Top Sells

1 +$23.8M
2 +$19.9M
3 +$18.9M
4
CLDT
Chatham Lodging
CLDT
+$14.2M
5
KRG icon
Kite Realty
KRG
+$13.2M

Sector Composition

1 Real Estate 24.34%
2 Financials 5.4%
3 Technology 2.38%
4 Communication Services 1.4%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-73,111