FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
-1.37%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$959M
AUM Growth
+$959M
(-7.6%)
Cap. Flow
-$74.7M
Cap. Flow
% of AUM
-7.79%
Top 10 Holdings %
Top 10 Hldgs %
93.18%
Holding
40
New
8
Increased
11
Reduced
9
Closed
10
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$617M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$118M |
| 3 |
Invesco QQQ Trust
QQQ
|
$86.9M |
| 4 |
Gaming and Leisure Properties
GLPI
|
$3.38M |
| 5 |
Medical Properties Trust
MPW
|
$2.96M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$543M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$342M |
| 3 |
Crown Castle
CCI
|
$6.26M |
| 4 |
iShares Core Conservative Allocation ETF
AOK
|
$4.89M |
| 5 |
Vornado Realty Trust
VNO
|
$3.56M |
Sector Composition
| 1 | Real Estate | 7.5% |
