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
426
$49.6K 0.01%
+400
427
$49.4K 0.01%
+400
428
$49.4K 0.01%
+600
429
$49.1K 0.01%
+38,700
430
$49.1K 0.01%
+1,500
431
$48.8K 0.01%
900
-11,780
432
$48.8K 0.01%
16,420
-16,400
433
$48.5K 0.01%
+51,100
434
$48.5K 0.01%
1,200
+1,000
435
$48.5K 0.01%
+840
436
$48.5K 0.01%
2,300
-1,900
437
$48.4K 0.01%
+500
438
$48.3K 0.01%
200
-9,000
439
$47.4K 0.01%
+400
440
$47.3K 0.01%
+3,200
441
$47.1K 0.01%
10,600
-8,800
442
$46.9K 0.01%
+1,000
443
$46.5K 0.01%
+9,600
444
$46.5K 0.01%
+8,400
445
$46.1K 0.01%
+4,600
446
$46K 0.01%
7,450
-10,920
447
$45.8K 0.01%
+600
448
$45.7K 0.01%
+200
449
$45.6K 0.01%
200
-1,000
450
$45.2K 0.01%
+2,100
16 17
18
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