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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
$365M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.64M
3
+$2.65M
4
MRTX
Mirati Therapeutics, Inc. Common Stock
MRTX
+$1.7M
5
ZM icon
Zoom
ZM
+$1.64M

Top Sells

1
+$35M
2
+$18.7M
3
+$18.7M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$11.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.74M

Sector Composition

1 Consumer Discretionary 4.65%
2 Financials 3.75%
3 Communication Services 3.73%
4 Healthcare 3.64%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
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