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
401
$74K 0.02%
+13,800
402
$69.5K 0.02%
27,139
+16,939
403
$69.2K 0.02%
+12,600
404
$65.3K 0.02%
56,300
-4,500
405
$63.6K 0.02%
+17,285
406
$62.6K 0.02%
+23,200
407
$62.5K 0.02%
+15,000
408
$57.8K 0.02%
+10,146
409
$57.2K 0.02%
+52,039
410
$54.2K 0.01%
+17,953
411
$54.1K 0.01%
+11,900
412
$52.8K 0.01%
+14,905
413
$49.6K 0.01%
43,140
414
$48.2K 0.01%
+17,900
415
$47.9K 0.01%
+16,300
416
$46.2K 0.01%
+13,620
417
$45.1K 0.01%
+15,600
418
$43.9K 0.01%
+19,966
419
$43.8K 0.01%
+14,416
420
$42.9K 0.01%
25,361
+13,361
421
$40.4K 0.01%
+12,399
422
$38.1K 0.01%
33,451
+17,651
423
$35.7K 0.01%
+54,385
424
$35K 0.01%
+13,777
425
$33.8K 0.01%
+28,877
15 16
17
18 19