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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
$1.32B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$35.9M
3
+$30.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$24.9M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$24.1M

Top Sells

1
+$23M
2
+$19.4M
3
+$19.3M
4
MOS icon
The Mosaic Company
MOS
+$18M
5
ABBV icon
AbbVie
ABBV
+$17.8M

Sector Composition

1 Consumer Staples 9.34%
2 Industrials 9.28%
3 Consumer Discretionary 9.19%
4 Financials 8.96%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,550
152
– –
-12,472
153
– –
-6,984
154
– –
-833,215
155
– –
-37,467
3 4 5 6
7