FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
-0.11%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$936M
AUM Growth
+$936M
(+3.1%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
95.03%
Holding
28
New
8
Increased
6
Reduced
7
Closed
6
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$86.9M |
| 2 |
EQC
Equity Commonwealth
EQC
|
$7.27M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.34M |
| 4 |
iShares Core Conservative Allocation ETF
AOK
|
$5.99M |
| 5 |
PotlatchDeltic
PCH
|
$5.36M |
Top Sells
Sector Composition
| 1 | Real Estate | 7.32% |