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
351
$266K 0.04%
8,800
+1,700
352
$266K 0.04%
+24,600
353
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+3,500
354
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355
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357
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358
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-39,000
360
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361
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367
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373
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374
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2,200
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375
$246K 0.04%
500
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13 14
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