Jack Alexander Earp

@Donoghue Forlines Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$298.995M

Total holdings99

Assets growth rate-14.76%

Assets growth rate (2-Q avg)-7.54%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Donoghue Forlines Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Donoghue Forlines Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.995M in assets, with a quarterly growth rate of -14.76% and a 2-quarter average growth rate of -7.54%. The portfolio is managed by Jack Alexander Earp, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PSXPhillips 66 Recent Activity New Position	0.49%	$1.438M 12,625 shares@ $113.93 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.48%	$1.42M 16,582 shares@ $85.66 avg price	New Position
CVSCvs Health Corp Recent Activity New Position	0.47%	$1.4M 31,187 shares@ $44.89 avg price	New Position
NEMNewmont Corp Recent Activity New Position	0.47%	$1.397M 37,528 shares@ $37.22 avg price	New Position