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
276
$284K 0.07%
+16,800
277
$284K 0.07%
+10,800
278
$283K 0.07%
1,200
-1,200
279
$283K 0.07%
+5,079
280
$282K 0.07%
+2,160
281
$281K 0.07%
+4,600
282
$278K 0.07%
+2,280
283
$276K 0.07%
+4,700
284
$274K 0.07%
+17,000
285
$274K 0.07%
+3,140
286
$273K 0.07%
+600
287
$270K 0.07%
+12,400
288
$267K 0.07%
4,980
-11,470
289
$266K 0.07%
2,520
-8,155
290
$263K 0.07%
+34,600
291
$262K 0.07%
4,320
-14,880
292
$261K 0.07%
+540
293
$260K 0.07%
+2,600
294
$260K 0.07%
+3,400
295
$258K 0.07%
10,184
-20,216
296
$257K 0.07%
1,080
-420
297
$256K 0.07%
+9,240
298
$251K 0.07%
+400
299
$250K 0.07%
+10,261
300
$246K 0.06%
+10,700
10 11
12
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