FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
-5.62%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
(-45%)
Cap. Flow
-$211M
Cap. Flow
% of AUM
-64.89%
Top 10 Holdings %
Top 10 Hldgs %
69.81%
Holding
160
New
4
Increased
8
Reduced
21
Closed
113
Top Buys
| 1 |
ProShares UltraShort S&P500
SDS
|
$39.5M |
| 2 |
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
|
$11.3M |
| 3 |
DigitalBridge
DBRG
|
$2.85M |
| 4 |
National Storage Affiliates Trust
NSA
|
$498K |
| 5 |
Sabra Healthcare REIT
SBRA
|
$410K |
Top Sells
Sector Composition
| 1 | Real Estate | 30.83% |
| 2 | Financials | 2.35% |
| 3 | Communication Services | 0.23% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
