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Donoghue Forlines Portfolio holdings

AUM $325M
1-Year Est. Return 39.32%
This Quarter Est. Return
1 Year Est. Return
+39.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.8M
3
+$7.84M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.41M

Top Sells

1
+$26.8M
2
+$16.9M
3
+$16.5M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$15.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.12M

Sector Composition

1 Technology 15.28%
2 Energy 9.69%
3 Healthcare 6.64%
4 Industrials 5.69%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
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