FM
Forward Management Portfolio holdings
AUM
$907M
1-Year Return
0.46%
This Quarter Return
+1.87%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$41.1M
(+3.5%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
54.86%
Holding
277
New
17
Increased
44
Reduced
118
Closed
30
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$102M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$58.1M |
| 3 |
American Homes 4 Rent
AMH
|
$24.4M |
| 4 |
SL Green Realty
SLG
|
$13.2M |
| 5 |
TCO
Taubman Centers Inc.
TCO
|
$9.62M |
Top Sells
Sector Composition
| 1 | Real Estate | 32.93% |
| 2 | Financials | 1.96% |
| 3 | Industrials | 1.56% |
| 4 | Technology | 1.5% |
| 5 | Consumer Staples | 1.42% |