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
251
$340K 0.09%
+3,600
252
$339K 0.09%
+14,000
253
$338K 0.09%
+35,200
254
$335K 0.09%
2,600
-880
255
$333K 0.09%
6,433
-4,547
256
$332K 0.09%
+2,400
257
$332K 0.09%
+12,300
258
$332K 0.09%
44,700
-67,500
259
$331K 0.09%
+749
260
$329K 0.09%
12,400
-28,220
261
$322K 0.09%
+16,800
262
$317K 0.09%
+7,000
263
$315K 0.09%
+3,900
264
$315K 0.09%
590
+50
265
$313K 0.09%
+38,700
266
$311K 0.09%
+7,400
267
$306K 0.08%
+19,100
268
$300K 0.08%
9,700
-37,820
269
$297K 0.08%
3,905
+1,305
270
$285K 0.08%
+9,690
271
$284K 0.08%
3,238
-47,442
272
$284K 0.08%
+2,000
273
$274K 0.08%
+29,200
274
$268K 0.07%
+500
275
$267K 0.07%
+2,700
9 10
11
12 13