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
251
$338K 0.09%
720
-280
252
$335K 0.09%
4,400
-27,600
253
$331K 0.09%
3,848
-900
254
$329K 0.09%
+1,000
255
$328K 0.09%
+11,200
256
$327K 0.09%
4,080
+1,480
257
$327K 0.09%
5,600
+1,600
258
$321K 0.08%
+5,200
259
$320K 0.08%
+23,685
260
$319K 0.08%
+7,500
261
$319K 0.08%
+52,820
262
$317K 0.08%
+33,100
263
$313K 0.08%
+40,000
264
$311K 0.08%
2,400
-8,200
265
$309K 0.08%
4,140
+740
266
$309K 0.08%
+31,100
267
$305K 0.08%
+4,256
268
$299K 0.08%
+8,072
269
$297K 0.08%
+10,880
270
$294K 0.08%
+18,480
271
$293K 0.08%
+30,734
272
$288K 0.08%
+4,972
273
$288K 0.08%
+1,600
274
$288K 0.08%
+4,400
275
$287K 0.07%
+3,000
9 10
11
12 13