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
376
$124K 0.03%
+11,600
377
$124K 0.03%
+11,840
378
$122K 0.03%
+14,400
379
$121K 0.03%
+14,510
380
$120K 0.03%
+19,260
381
$119K 0.03%
12,860
-5,140
382
$112K 0.03%
+12,840
383
$111K 0.03%
52,260
-26,240
384
$107K 0.03%
+14,114
385
$106K 0.03%
+14,400
386
$104K 0.03%
+13,200
387
$100K 0.03%
+2,316
388
$97.7K 0.03%
+18,831
389
$96.3K 0.03%
+10,800
390
$96.3K 0.03%
+14,000
391
$95.9K 0.03%
+22,200
392
$95.1K 0.02%
+11,621
393
$94K 0.02%
+12,900
394
$90.3K 0.02%
15,178
-3,122
395
$86.3K 0.02%
+54,300
396
$85.1K 0.02%
+17,800
397
$84.7K 0.02%
+17,460
398
$82.2K 0.02%
+12,308
399
$81.8K 0.02%
+12,000
400
$78.1K 0.02%
+11,100
14 15
16
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