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
$455M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27.7M
3
+$12.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.21M
5
DHR icon
Danaher
DHR
+$6.14M

Top Sells

1
+$68.6M
2
+$19.3M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.92M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.95%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$194K 0.04%
+900
302
$194K 0.04%
+1,800
303
$193K 0.04%
+4,200
304
$191K 0.04%
1,200
-3,200
305
$190K 0.04%
17,600
306
$189K 0.04%
24,900
-3,600
307
$187K 0.04%
2,100
+1,200
308
$186K 0.04%
+400
309
$185K 0.04%
+1,800
310
$182K 0.04%
26,900
+26,600
311
$182K 0.04%
15,381
+13,330
312
$181K 0.04%
4,000
+3,200
313
$181K 0.04%
+600
314
$181K 0.04%
300
-600
315
$181K 0.04%
1,200
+700
316
$180K 0.04%
+4,000
317
$180K 0.04%
1,200
+1,100
318
$180K 0.04%
10,200
+7,000
319
$179K 0.04%
2,100
320
$178K 0.04%
1,700
+1,600
321
$178K 0.04%
+1,000
322
$178K 0.04%
1,200
+700
323
$178K 0.04%
+20,495
324
$178K 0.04%
1,200
+700
325
$177K 0.04%
5,000
+4,300
11 12
13
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