TAM
Third Avenue Management Portfolio holdings
AUM
$485M
This Quarter Return
+9.9%
1 Year Return
+11.91%
3 Year Return
+77.94%
5 Year Return
+205.76%
10 Year Return
+232.95%
AUM
$760M
AUM Growth
+$760M
(+2.3%)
Cap. Flow
-$38.2M
Cap. Flow
% of AUM
-5.02%
Top 10 Holdings %
Top 10 Hldgs %
51.47%
Holding
64
New
5
Increased
6
Reduced
21
Closed
5
Top Buys
| 1 |
InvenTrust Properties
IVT
|
$13.7M |
| 2 |
APTS
Preferred Apartment Communities, Inc.
APTS
|
$3.55M |
| 3 |
Warrior Met Coal
HCC
|
$3.47M |
| 4 |
Sphere Entertainment
SPHR
|
$2.86M |
| 5 |
TPHS
Trinity Place Holdings Inc.com
TPHS
|
$799K |
Top Sells
| 1 |
Mohawk Industries
MHK
|
$11.8M |
| 2 |
Vornado Realty Trust
VNO
|
$8.11M |
| 3 |
Brookfield
BN
|
$7.01M |
| 4 |
Old Republic International
ORI
|
$6.62M |
| 5 |
JBGS
JBG SMITH
JBGS
|
$5.41M |
Sector Composition
| 1 | Real Estate | 38.13% |
| 2 | Financials | 23.03% |
| 3 | Consumer Discretionary | 12.18% |
| 4 | Industrials | 11.45% |
| 5 | Materials | 6.95% |
