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
326
$176K 0.04%
+800
327
$176K 0.04%
4,000
+3,700
328
$175K 0.04%
+2,400
329
$175K 0.04%
+1,800
330
$175K 0.04%
1,200
+1,000
331
$175K 0.04%
+300
332
$174K 0.04%
+3,800
333
$173K 0.04%
+11,600
334
$172K 0.04%
14,400
+2,800
335
$172K 0.04%
12,500
+12,000
336
$172K 0.04%
+2,800
337
$171K 0.04%
2,600
-21,800
338
$171K 0.04%
+1,000
339
$171K 0.04%
+900
340
$170K 0.04%
+2,800
341
$169K 0.04%
8,500
+1,500
342
$168K 0.04%
1,600
+200
343
$166K 0.04%
800
-1,300
344
$166K 0.04%
1,800
+1,500
345
$166K 0.04%
+6,400
346
$164K 0.04%
1,800
-8,100
347
$162K 0.04%
+200
348
$161K 0.04%
+2,000
349
$161K 0.04%
1,000
-1,300
350
$161K 0.04%
2,400
-3,300
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