FM
Forward Management Portfolio holdings
AUM
$907M
This Quarter Return
-0.02%
1 Year Return
+0.46%
3 Year Return
+36.86%
5 Year Return
+53.05%
10 Year Return
–
AUM
$1.18B
AUM Growth
+$1.18B
(-0.77%)
Cap. Flow
-$13.2M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
49.46%
Holding
226
New
43
Increased
54
Reduced
70
Closed
10
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$54.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$44.4M |
| 3 |
STAG Industrial
STAG
|
$16.5M |
| 4 |
MNR
Monmouth Real Estate Investment Corp
MNR
|
$16.4M |
| 5 |
American Homes 4 Rent
AMH
|
$15.4M |
Sector Composition
| 1 | Real Estate | 33.61% |
| 2 | Financials | 4.91% |
| 3 | Healthcare | 1.33% |
| 4 | Technology | 1.3% |
| 5 | Communication Services | 1.12% |
