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

Top Buys

1
+$61.8M
2
+$18.6M
3
+$15.9M
4
AVGO icon
Broadcom
AVGO
+$14.2M
5
SPOT icon
Spotify
SPOT
+$12.3M

Top Sells

1
+$10.9M
2
+$7.2M
3
+$6M
4
WBA
Walgreens Boots Alliance
WBA
+$5.92M
5
META icon
Meta Platforms (Facebook)
META
+$5.55M

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
326
$81.9K 0.02%
3,800
+2,000
327
$81.8K 0.02%
1,900
+1,700
328
$81.7K 0.02%
+300
329
$81.5K 0.02%
1,700
+1,400
330
$80.8K 0.02%
3,200
+1,500
331
$80.7K 0.02%
+300
332
$80K 0.02%
11,200
-41,400
333
$78.9K 0.02%
+5,700
334
$78.9K 0.02%
6,980
-5,600
335
$78.6K 0.02%
600
-1,120
336
$78.5K 0.02%
+18,600
337
$78.3K 0.02%
+5,100
338
$78.3K 0.02%
+3,200
339
$78.2K 0.02%
+6,400
340
$77.7K 0.02%
+400
341
$77.7K 0.02%
5,000
-1,300
342
$77.4K 0.02%
+300
343
$76.5K 0.02%
+300
344
$74.7K 0.02%
700
+680
345
$74.2K 0.02%
+3,400
346
$74.1K 0.02%
+6,600
347
$73K 0.02%
3,200
+1,900
348
$72.9K 0.02%
9,541
+5,344
349
$72.7K 0.02%
500
-900
350
$72.1K 0.02%
+3,600
12 13
14
15 16