CFM

Catalyst Funds Management Portfolio holdings

AUM $431M
1-Year Est. Return 48.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,371
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$23.6M
3
+$12.1M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$11.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.44M

Top Sells

1
+$41.5M
2
+$27.7M
3
+$25.1M
4
SPOT icon
Spotify
SPOT
+$17M
5
LLY icon
Eli Lilly
LLY
+$14.8M

Sector Composition

1 Technology 21.78%
2 Financials 16.79%
3 Communication Services 14.31%
4 Industrials 7.81%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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428
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-5,317
429
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430
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431
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432
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433
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434
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435
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436
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437
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438
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440
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441
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442
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443
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445
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446
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447
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448
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449
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-400
450
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-6,100
16 17
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