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
251
$230K 0.05%
+5,100
252
$230K 0.05%
+800
253
$230K 0.05%
+1,700
254
$229K 0.05%
5,400
+1,500
255
$228K 0.05%
3,400
+3,100
256
$227K 0.05%
+2,400
257
$227K 0.05%
+2,200
258
$226K 0.05%
2,700
+2,300
259
$226K 0.05%
+13,500
260
$226K 0.05%
+1,600
261
$225K 0.05%
+6,800
262
$224K 0.05%
28,400
+26,500
263
$223K 0.05%
6,300
+3,600
264
$223K 0.05%
+400
265
$222K 0.05%
78,000
+74,000
266
$218K 0.05%
+600
267
$218K 0.05%
+1,600
268
$217K 0.05%
+1,400
269
$216K 0.05%
+18,000
270
$216K 0.05%
2,200
+1,600
271
$215K 0.05%
+400
272
$215K 0.05%
2,400
+1,500
273
$213K 0.05%
+2,400
274
$212K 0.05%
41,800
+7,300
275
$212K 0.05%
+800
9 10
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