CFM

Catalyst Funds Management Portfolio holdings

AUM $431M
1-Year Est. Return 48.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$425K 0.12%
5,600
-3,900
227
$424K 0.12%
+2,800
228
$422K 0.12%
+14,200
229
$422K 0.12%
+2,600
230
$422K 0.12%
8,200
-7,281
231
$422K 0.12%
+1,705
232
$420K 0.12%
32,564
+18,644
233
$412K 0.11%
34,080
-12,702
234
$412K 0.11%
+1,000
235
$401K 0.11%
7,144
-10,496
236
$400K 0.11%
18,570
-53,630
237
$400K 0.11%
8,756
-18,604
238
$396K 0.11%
+5,800
239
$380K 0.11%
+5,135
240
$380K 0.11%
+4,800
241
$377K 0.1%
1,200
-1,680
242
$371K 0.1%
4,174
-6,266
243
$370K 0.1%
700
-10,900
244
$361K 0.1%
+2,400
245
$359K 0.1%
3,460
-4,640
246
$357K 0.1%
+7,300
247
$350K 0.1%
3,910
-690
248
$350K 0.1%
2,500
-2,900
249
$346K 0.1%
2,700
-4,140
250
$342K 0.09%
3,475
-14,025
8 9
10
11 12