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
301
$246K 0.06%
+480
302
$245K 0.06%
+1,800
303
$244K 0.06%
4,080
-820
304
$244K 0.06%
+17,187
305
$243K 0.06%
+720
306
$242K 0.06%
+11,300
307
$242K 0.06%
+5,460
308
$241K 0.06%
+5,246
309
$239K 0.06%
+1,560
310
$239K 0.06%
+1,680
311
$237K 0.06%
1,800
-1,100
312
$237K 0.06%
+7,200
313
$237K 0.06%
+23,440
314
$235K 0.06%
+3,965
315
$235K 0.06%
+500
316
$234K 0.06%
+4,600
317
$234K 0.06%
89,700
+42,400
318
$233K 0.06%
+10,200
319
$232K 0.06%
+3,100
320
$232K 0.06%
+3,420
321
$230K 0.06%
+15,900
322
$229K 0.06%
+6,400
323
$227K 0.06%
+22,969
324
$227K 0.06%
+3,924
325
$223K 0.06%
+9,202
11 12
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