CFP
Catalyst Financial Partners Portfolio holdings
AUM
$829M
1-Year Est. Return
23.04%
1 Year Est. Return
+23.04%
AUM
$829M
AUM Growth
-$87M
(-9.5%)
Holding
327
Top Buys
| 1 | +$7.99M | |
| 2 | +$3.05M | |
| 3 | +$2.48M | |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
+$1.58M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.1M |
Top Sells
| 1 | +$186M | |
| 2 | +$1.91M | |
| 3 | +$1.81M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.34M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$801K |
Sector Composition
| 1 | Financials | 19.35% |
| 2 | Technology | 13.9% |
| 3 | Healthcare | 5.89% |
| 4 | Communication Services | 3.78% |
| 5 | Consumer Discretionary | 3.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
326
Vanguard Growth ETF
VUG
$202B
| – | – |
-3,062
|
|
||
327
Vanguard Large-Cap ETF
VV
$47.4B
| – | – |
-2,600
|
|