CFM

Catalyst Funds Management Portfolio holdings

AUM $591M
1-Year Est. Return 73.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+73.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22.9M
3
+$20.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$18.9M
5
NVDA icon
NVIDIA
NVDA
+$14.8M

Top Sells

1
+$11.2M
2
+$10.3M
3
+$5.95M
4
SFM icon
Sprouts Farmers Market
SFM
+$5.01M
5
WELL icon
Welltower
WELL
+$5M

Sector Composition

1 Technology 28.24%
2 Communication Services 12.85%
3 Financials 12.77%
4 Industrials 10.29%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$406K 0.06%
15,400
-3,700
277
$405K 0.06%
+2,800
278
$402K 0.06%
+1,600
279
$399K 0.06%
+3,000
280
$397K 0.06%
+3,000
281
$395K 0.06%
+16,100
282
$392K 0.06%
248,400
+61,800
283
$383K 0.06%
6,030
284
$383K 0.06%
+1,800
285
$381K 0.06%
+4,000
286
$373K 0.06%
+2,800
287
$372K 0.06%
+2,800
288
$369K 0.06%
600
-100
289
$367K 0.06%
+6,900
290
$365K 0.06%
+4,300
291
$365K 0.06%
1,400
-305
292
$364K 0.06%
+10,700
293
$363K 0.06%
+1,300
294
$363K 0.06%
+3,300
295
$358K 0.05%
27,320
+11,875
296
$357K 0.05%
+2,000
297
$356K 0.05%
1,400
+400
298
$353K 0.05%
+9,900
299
$351K 0.05%
+94,800
300
$351K 0.05%
12,400
10 11
12
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