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DF

Donoghue Forlines Portfolio holdings

AUM $361M
1-Year Est. Return 49.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$29.1M
3
+$15.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$13.8M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.1M

Top Sells

1
+$128M
2
+$37M
3
+$23.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.6M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$15.1M

Sector Composition

1 Healthcare 2%
2 Industrials 1.93%
3 Technology 1.9%
4 Consumer Staples 1.9%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-18,012
103
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-34,328
104
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-32,452
105
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-59,295
106
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-15,752
107
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-51,140
108
– –
-10,388
109
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-11,977
110
– –
-47,914
111
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-35,556
112
– –
-8,733
1 2 3 4
5