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
$382M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.17M
3
+$5.18M
4
BLK icon
Blackrock
BLK
+$5.07M
5
EBAY icon
eBay
EBAY
+$4.8M

Top Sells

1
+$35.5M
2
+$32.4M
3
+$11.4M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$10.7M
5
CSCO icon
Cisco
CSCO
+$8.73M

Sector Composition

1 Financials 17.64%
2 Technology 15.47%
3 Industrials 13.5%
4 Healthcare 12.31%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$189K 0.05%
16,281
-8,019
352
$189K 0.05%
+19,069
353
$188K 0.05%
+16,800
354
$187K 0.05%
+15,200
355
$183K 0.05%
15,328
-21,472
356
$174K 0.05%
+17,300
357
$172K 0.05%
+16,117
358
$169K 0.04%
+14,175
359
$167K 0.04%
19,028
-19,072
360
$166K 0.04%
+13,920
361
$166K 0.04%
+26,300
362
$165K 0.04%
+19,436
363
$165K 0.04%
+14,920
364
$159K 0.04%
+38,300
365
$154K 0.04%
+31,741
366
$150K 0.04%
18,000
367
$146K 0.04%
+16,734
368
$146K 0.04%
20,100
-19,000
369
$142K 0.04%
+26,400
370
$135K 0.04%
59,071
+37,471
371
$134K 0.04%
+39,900
372
$133K 0.03%
12,200
373
$130K 0.03%
+11,200
374
$125K 0.03%
+30,230
375
$125K 0.03%
+26,600
13 14
15
16 17