CCA

Catalyst Capital Advisors Portfolio holdings

AUM $4.87B
1-Year Est. Return 13.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$10M
3 +$9.06M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.05M
5
KO icon
Coca-Cola
KO
+$7.6M

Top Sells

1 +$25.2M
2 +$15.5M
3 +$10.8M
4
COUP
Coupa Software Incorporated
COUP
+$10.6M
5
EXC icon
Exelon
EXC
+$9.66M

Sector Composition

1 Energy 4.82%
2 Technology 2.79%
3 Financials 2.47%
4 Healthcare 1.81%
5 Industrials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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