We are live on ! Find out more
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
$645M
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Sells

1 +$32.5M
2 +$17.5M
3 +$17.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$15.2M
5
BAR icon
GraniteShares Gold Shares
BAR
+$13.1M

Sector Composition

1 Consumer Discretionary 6.18%
2 Industrials 4.82%
3 Financials 4.77%
4 Communication Services 4.74%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-12,362
202
-50,539
203
-108,962
204
-140,918
205
-60,779
206
-21,745
207
-21,958
208
-38,997
209
-168,130
210
-26,597
211
-146,655
212
-52,065
213
-27,102
214
-121,786
215
-72,750
216
-100,703
217
-15,701