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
376
$243K 0.04%
+2,900
377
$241K 0.04%
+1,200
378
$240K 0.04%
+3,900
379
$239K 0.04%
+10,500
380
$237K 0.04%
+2,500
381
$236K 0.04%
3,500
-22,100
382
$236K 0.04%
23,800
-34,600
383
$234K 0.04%
+900
384
$234K 0.04%
+100
385
$233K 0.04%
+3,500
386
$232K 0.04%
+6,750
387
$231K 0.04%
3,000
-10,515
388
$231K 0.04%
+9,500
389
$229K 0.03%
1,400
-1,400
390
$229K 0.03%
+500
391
$228K 0.03%
2,100
392
$228K 0.03%
+3,700
393
$227K 0.03%
6,600
-5,700
394
$225K 0.03%
+2,000
395
$225K 0.03%
+1,100
396
$224K 0.03%
42,600
+24,200
397
$222K 0.03%
+1,100
398
$221K 0.03%
1,400
-2,270
399
$220K 0.03%
+8,900
400
$220K 0.03%
+1,100
14 15
16
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