DF
Donoghue Forlines Portfolio holdings
AUM
$351M
1-Year Return
33.99%
This Quarter Return
-2.7%
1 Year Return
+33.99%
3 Year Return
+87.44%
5 Year Return
+147.81%
10 Year Return
–
AUM
$277M
AUM Growth
-$105M
(-28%)
Cap. Flow
-$94.7M
Cap. Flow
% of AUM
-34.19%
Top 10 Holdings %
Top 10 Hldgs %
52.98%
Holding
293
New
36
Increased
45
Reduced
154
Closed
58
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$14.9M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$9.43M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.83M |
| 4 |
iShares Exponential Technologies ETF
XT
|
$5.01M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$4.09M |
Top Sells
Sector Composition
| 1 | Technology | 9.24% |
| 2 | Energy | 5.57% |
| 3 | Healthcare | 5.39% |
| 4 | Financials | 3.48% |
| 5 | Industrials | 2.72% |
