FM

Forward Management Portfolio holdings

AUM $907M
1-Year Est. Return 0.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$8.42M
3
+$3.61M
4
VIS icon
Vanguard Industrials ETF
VIS
+$3.25M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$3.1M

Top Sells

1
+$36.6M
2
+$34.1M
3
+$33.8M
4
AIV
Aimco
AIV
+$21.7M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.8M

Sector Composition

1 Real Estate 18.99%
2 Financials 4.76%
3 Technology 3.36%
4 Industrials 1.91%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
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