DF

Donoghue Forlines Momentum Fund | MOJAX

Mutual Fund
Donoghue Forlines Momentum Fund
Last update 2025-02-28 50 Stocks (45 new)
Value $39.00 Mil Turnover 97 %
Countries:
Top Holdings: PLTR(2.19%)CSCO(2.12%)MNST(2.12%)FI(2.12%)GILD(2.10%)
Summary Stock Picks Current Portfolio
Donoghue Forlines Momentum Fun... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PLTR 		Palantir Technologies Inc
11,232
849.5
New Holding
2.190
+2.19%
0.000
+59.64%
+76.08%
314,269.5
Software
CSCO 		Cisco Systems Inc
13,901
822.9
New Holding
2.120
+2.12%
0.000
+2.06%
+10.19%
254,865.5
Hardware
MNST 		Monster Beverage Corp
15,632
821.6
New Holding
2.120
+2.12%
0.000
+15.99%
+21.75%
62,406.0
Beverages - Non-Alcoholic
FI 		Fiserv Inc
3,993
820.2
New Holding
2.120
+2.12%
0.000
-31.83%
-21.08%
89,879.3
Software
GILD 		Gilead Sciences Inc
8,816
814.3
New Holding
2.100
+2.10%
0.000
-5.08%
+19.19%
135,998.8
Drug Manufacturers
GLW 		Corning Inc
17,100
812.6
New Holding
2.100
+2.10%
0.000
+5.84%
+8.08%
43,491.6
Hardware
KR 		The Kroger Co
13,280
812.1
New Holding
2.100
+2.10%
0.000
+7.18%
+10.77%
44,665.4
Retail - Defensive
LPLA 		LPL Financial Holdings Inc
2,464
804.5
New Holding
2.080
+2.08%
0.000
+7.75%
+18.43%
30,871.4
Capital Markets
GWRE 		Guidewire Software Inc
4,772
804.5
New Holding
2.080
+2.08%
0.010
+11.14%
+29.42%
18,301.1
Software
WELL 		Welltower Inc
6,334
798.3
New Holding
2.060
+2.06%
0.000
-2.52%
+21.87%
99,531.4
REITs

Donoghue Forlines Momentum Fund's Historical Top Holdings Breakdowns

Donoghue Forlines Momentum Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLTR 		Palantir Technologies Inc2024-12-31New Buy
+2.19%
●
37.49 ($58.59) 82.38
$133.17
127.29%
New holding
11,232
11,232
META 		Meta Platforms Inc2024-12-31Sold Out
-2.18%
●
554.08 ($587.14) 632.68
$666.85
13.58%
Sold Out
0
-377
IBM 		International Business Machines Corp2024-12-31Sold Out
-2.17%
●
204.9 ($222.76) 238.04
$265.20
19.05%
Sold Out
0
-972
ANET 		Arista Networks Inc2024-12-31Sold Out
-2.15%
●
92.62 ($102.95) 116.53
$94.50
-8.21%
Sold Out
0
-2,224
DVA 		DaVita Inc2024-12-31Sold Out
-2.15%
●
139.81 ($156.69) 167.96
$135.99
-13.21%
Sold Out
0
-1,302
PSN 		Parsons Corp2024-12-31Sold Out
-2.15%
●
92.25 ($101.92) 113.31
$67.74
-33.54%
Sold Out
0
-2,059
TT 		Trane Technologies PLC2024-12-31Sold Out
-2.13%
●
369.35 ($397.14) 419.14
$432.75
8.97%
Sold Out
0
-543
NRG 		NRG Energy Inc2024-12-31Sold Out
-2.13%
●
85.3 ($92.62) 101.61
$161.04
73.87%
Sold Out
0
-2,312
SPOT 		Spotify Technology SA2024-12-31Sold Out
-2.13%
●
362.95 ($429.06) 502.38
$671.07
56.40%
Sold Out
0
-573
FI 		Fiserv Inc2024-12-31New Buy
+2.12%
●
182.45 ($204.51) 222.45
$162.11
-20.73%
New holding
3,993
3,993

Donoghue Forlines Momentum Fund Total Holding History ($B)

To

Donoghue Forlines Momentum Fund's Asset Allocation

To

Donoghue Forlines Momentum Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Donoghue Forlines Momentum Fund's Hypothetical Growth since 2024-12-31

Donoghue Forlines Momentum Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Donoghue Forlines Momentum Fund's Holdings Heat Map

Size field:

Donoghue Forlines Momentum Fund's Holdings Bubble Chart

Donoghue Forlines Momentum Fund News

  • 1

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