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
351
$71.8K 0.02%
9,600
+400
352
$71.6K 0.02%
+1,400
353
$70.9K 0.02%
+10,400
354
$70.5K 0.02%
+600
355
$70.5K 0.02%
+500
356
$70.4K 0.02%
+2,300
357
$69.9K 0.02%
900
-300
358
$69.6K 0.02%
2,600
+2,000
359
$69.5K 0.02%
+400
360
$69.1K 0.02%
+25,600
361
$67.8K 0.02%
41,100
362
$67K 0.02%
4,400
-23,300
363
$67K 0.02%
+4,400
364
$66.6K 0.02%
+900
365
$66.4K 0.02%
400
-700
366
$66.3K 0.02%
+900
367
$66.2K 0.02%
+3,100
368
$65.2K 0.02%
10,800
-71,130
369
$65K 0.02%
5,000
+2,300
370
$64.8K 0.02%
+500
371
$64.4K 0.02%
+300
372
$64K 0.02%
7,800
+7,200
373
$63.9K 0.02%
900
-1,100
374
$63.4K 0.02%
800
-600
375
$63.4K 0.02%
900
+400
13 14
15
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