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
301
$350K 0.05%
+1,000
302
$350K 0.05%
9,656
-10,256
303
$349K 0.05%
15,600
304
$347K 0.05%
116,760
+66,960
305
$346K 0.05%
+1,200
306
$341K 0.05%
+500
307
$341K 0.05%
+6,000
308
$340K 0.05%
5,300
-1,100
309
$335K 0.05%
+2,200
310
$335K 0.05%
11,800
-10,216
311
$330K 0.05%
+1,100
312
$328K 0.05%
+6,500
313
$326K 0.05%
+14,200
314
$323K 0.05%
+2,400
315
$323K 0.05%
+1,100
316
$321K 0.05%
+40
317
$319K 0.05%
500
318
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+3,000
319
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320
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+12,400
321
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322
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+600
323
$307K 0.05%
+6,900
324
$307K 0.05%
4,200
-1,400
325
$306K 0.05%
+900
11 12
13
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