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
376
$63K 0.02%
500
-500
377
$62.8K 0.02%
+46,500
378
$62.2K 0.02%
+2,200
379
$62.1K 0.02%
+1,600
380
$61.8K 0.02%
+3,000
381
$61.2K 0.02%
600
-600
382
$60.8K 0.02%
+3,900
383
$60.7K 0.02%
+200
384
$60.5K 0.02%
+400
385
$60.5K 0.02%
+300
386
$59.2K 0.02%
+5,700
387
$59K 0.02%
5,900
+5,100
388
$58.9K 0.02%
6,100
389
$58.4K 0.02%
900
-1,100
390
$58.1K 0.02%
+2,200
391
$57.5K 0.02%
+2,800
392
$57.3K 0.02%
3,000
-3,000
393
$56.9K 0.02%
+800
394
$56.4K 0.02%
3,600
-15,900
395
$56.3K 0.02%
+1,600
396
$55.4K 0.01%
+600
397
$54.9K 0.01%
200
-100
398
$54.5K 0.01%
+600
399
$54.2K 0.01%
+1,200
400
$54K 0.01%
+1,600
14 15
16
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