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
326
$304K 0.05%
3,500
+300
327
$303K 0.05%
+1,800
328
$303K 0.05%
+400
329
$303K 0.05%
15,900
330
$293K 0.04%
+22,000
331
$293K 0.04%
3,060
-400
332
$292K 0.04%
+13,800
333
$291K 0.04%
+6,100
334
$286K 0.04%
+300
335
$285K 0.04%
10,200
-42,070
336
$281K 0.04%
55,500
+44,100
337
$281K 0.04%
+2,800
338
$280K 0.04%
+12,600
339
$278K 0.04%
3,100
-6,700
340
$278K 0.04%
+5,700
341
$274K 0.04%
+2,700
342
$274K 0.04%
2,900
+200
343
$273K 0.04%
+33,000
344
$272K 0.04%
+18,109
345
$271K 0.04%
+1,100
346
$269K 0.04%
3,300
+100
347
$268K 0.04%
+600
348
$268K 0.04%
+1,600
349
$267K 0.04%
3,100
-2,700
350
$266K 0.04%
+10,200
12 13
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