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
326
$169K 0.05%
+19,900
327
$161K 0.04%
+11,470
328
$150K 0.04%
+10,005
329
$145K 0.04%
39,590
-160,959
330
$140K 0.04%
14,574
-4,454
331
$140K 0.04%
+10,000
332
$135K 0.04%
16,300
-72,200
333
$130K 0.04%
+134,000
334
$130K 0.04%
+11,900
335
$129K 0.04%
+42,600
336
$128K 0.04%
+248,827
337
$127K 0.04%
11,765
-2,635
338
$123K 0.03%
15,385
-4,715
339
$121K 0.03%
+12,151
340
$118K 0.03%
+20,000
341
$117K 0.03%
+12,000
342
$102K 0.03%
27,235
-53,865
343
$101K 0.03%
+21,645
344
$95.7K 0.03%
26,425
-39,575
345
$93.3K 0.03%
15,900
+1,900
346
$89.1K 0.02%
+148,900
347
$84K 0.02%
+14,400
348
$81.3K 0.02%
+11,400
349
$75.4K 0.02%
+83,100
350
$72.2K 0.02%
+12,800
12 13
14
15 16