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
401
$53.8K 0.01%
+6,900
402
$53.6K 0.01%
2,200
-800
403
$53.2K 0.01%
10,200
+8,000
404
$53.2K 0.01%
+490
405
$53.1K 0.01%
+300
406
$53.1K 0.01%
+22,400
407
$53K 0.01%
+980
408
$52.3K 0.01%
2,000
+1,100
409
$52K 0.01%
1,200
-2,400
410
$52K 0.01%
500
-1,700
411
$51.9K 0.01%
1,200
-3,700
412
$51.6K 0.01%
3,600
-6,396
413
$51.4K 0.01%
11,000
+3,200
414
$51.2K 0.01%
+4,500
415
$51.1K 0.01%
+4,000
416
$50.8K 0.01%
+7,000
417
$50.5K 0.01%
+1,100
418
$50.5K 0.01%
30,400
-30,400
419
$50.4K 0.01%
+600
420
$50.4K 0.01%
600
-4,600
421
$50.3K 0.01%
900
422
$50.3K 0.01%
+1,500
423
$49.7K 0.01%
1,400
-300
424
$49.6K 0.01%
+500
425
$49.6K 0.01%
+45,100
15 16
17
18 19