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
$898M
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$84.2M
2 +$56.4M
3 +$54.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$53M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$31.8M

Top Sells

1 +$7.7M
2 +$7.16M
3 +$6.79M
4
PNRA
Panera Bread Co
PNRA
+$6.53M
5
ULTA icon
Ulta Beauty
ULTA
+$5.1M

Sector Composition

1 Industrials 8.67%
2 Energy 8.61%
3 Financials 7.53%
4 Consumer Discretionary 7.02%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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