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
$382M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.17M
3
+$5.18M
4
BLK icon
Blackrock
BLK
+$5.07M
5
EBAY icon
eBay
EBAY
+$4.8M

Top Sells

1
+$35.5M
2
+$32.4M
3
+$11.4M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$10.7M
5
CSCO icon
Cisco
CSCO
+$8.73M

Sector Composition

1 Financials 17.64%
2 Technology 15.47%
3 Industrials 13.5%
4 Healthcare 12.31%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$391K 0.1%
+3,960
227
$380K 0.1%
+9,289
228
$378K 0.1%
21,000
-2,700
229
$377K 0.1%
+41,800
230
$371K 0.1%
+200
231
$370K 0.1%
9,000
-600
232
$369K 0.1%
+200
233
$367K 0.1%
3,301
-4,300
234
$366K 0.1%
10,560
+5,876
235
$359K 0.09%
+18,620
236
$358K 0.09%
+18,122
237
$352K 0.09%
+4,400
238
$352K 0.09%
+44,600
239
$351K 0.09%
+13,143
240
$350K 0.09%
+1,200
241
$350K 0.09%
+49,200
242
$348K 0.09%
+1,680
243
$348K 0.09%
+96,981
244
$347K 0.09%
+5,700
245
$347K 0.09%
+14,600
246
$342K 0.09%
+15,200
247
$341K 0.09%
+3,400
248
$341K 0.09%
+9,741
249
$339K 0.09%
2,400
-16,325
250
$339K 0.09%
+8,536
8 9
10
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