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
$373M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$17.8M
3
+$14.3M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
SPOT icon
Spotify
SPOT
+$11.8M

Top Sells

1
+$10.1M
2
+$7.68M
3
+$5.92M
4
NEM icon
Newmont
NEM
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.35M

Sector Composition

1 Technology 33.66%
2 Industrials 12.6%
3 Financials 12.32%
4 Communication Services 12.12%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$95.9K 0.03%
1,200
+300
302
$95.5K 0.03%
+3,800
303
$95.4K 0.03%
4,800
+4,000
304
$94.4K 0.03%
1,100
+500
305
$94.4K 0.03%
2,000
-5,200
306
$93.7K 0.03%
+600
307
$93.3K 0.03%
21,900
+17,100
308
$91.3K 0.02%
500
-1,200
309
$91.1K 0.02%
600
-500
310
$90.3K 0.02%
600
311
$87.9K 0.02%
2,400
+1,300
312
$87.9K 0.02%
1,000
313
$87.2K 0.02%
1,200
-400
314
$86.8K 0.02%
2,200
315
$85.7K 0.02%
1,500
+1,200
316
$85.6K 0.02%
+5,400
317
$85.4K 0.02%
200
-2,700
318
$85.4K 0.02%
+1,200
319
$85K 0.02%
6,100
+5,500
320
$84.7K 0.02%
+800
321
$84.4K 0.02%
+7,000
322
$84.2K 0.02%
+7,000
323
$84K 0.02%
+1,400
324
$83.4K 0.02%
2,700
-35,635
325
$82.3K 0.02%
900
-1,700
11 12
13
14 15