CFP

Catalyst Financial Partners Portfolio holdings

AUM $916M
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$3.36M
3 +$2.91M
4
MSFT icon
Microsoft
MSFT
+$2.84M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.26M

Top Sells

1 +$6.76M
2 +$812K
3 +$734K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$399K

Sector Composition

1 Technology 16.15%
2 Healthcare 7.55%
3 Financials 5.77%
4 Communication Services 4.15%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,911
252
-1,023