CFM

Catalyst Funds Management Portfolio holdings

AUM $659M
1-Year Est. Return 52.91%
This Quarter Est. Return
1 Year Est. Return
+52.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27.7M
3
+$12.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.21M
5
DHR icon
Danaher
DHR
+$6.14M

Top Sells

1
+$68.6M
2
+$19.3M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.92M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.95%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.06%
11,600
227
$256K 0.06%
+5,600
228
$255K 0.06%
7,028
+6,028
229
$255K 0.06%
+3,300
230
$252K 0.06%
3,000
+2,600
231
$251K 0.06%
+6,200
232
$251K 0.06%
6,300
233
$251K 0.06%
4,300
+4,000
234
$250K 0.05%
33,900
+30,700
235
$248K 0.05%
+400
236
$246K 0.05%
+8,800
237
$244K 0.05%
3,919
-3,301
238
$243K 0.05%
+26,800
239
$242K 0.05%
+4,800
240
$242K 0.05%
3,700
-14,500
241
$239K 0.05%
9,200
+7,500
242
$238K 0.05%
5,200
+4,700
243
$237K 0.05%
+2,000
244
$236K 0.05%
+2,100
245
$235K 0.05%
21,300
+17,700
246
$235K 0.05%
2,800
+1,100
247
$234K 0.05%
+6,000
248
$233K 0.05%
600
-200
249
$231K 0.05%
+6,400
250
$230K 0.05%
3,200
+2,300
8 9
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