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
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$228K 0.06%
+2,000
302
$226K 0.06%
+3,100
303
$226K 0.06%
+11,100
304
$226K 0.06%
+5,000
305
$225K 0.06%
+8,825
306
$221K 0.06%
+2,000
307
$220K 0.06%
+706
308
$218K 0.06%
+1,200
309
$218K 0.06%
+186,600
310
$218K 0.06%
+9,100
311
$217K 0.06%
+15,600
312
$216K 0.06%
+10,200
313
$209K 0.06%
1,200
-200
314
$207K 0.06%
+1,000
315
$206K 0.06%
+8,700
316
$205K 0.06%
+1,900
317
$203K 0.06%
+2,900
318
$203K 0.06%
+7,100
319
$190K 0.05%
+11,600
320
$184K 0.05%
+10,100
321
$183K 0.05%
+20,600
322
$181K 0.05%
15,445
-16,055
323
$180K 0.05%
+15,900
324
$172K 0.05%
+164,000
325
$170K 0.05%
18,030
-23,770
11 12
13
14 15