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
426
$31.3K 0.01%
+10,779
427
$30.7K 0.01%
46,320
+16,320
428
$30.4K 0.01%
23,040
429
$30.3K 0.01%
+11,238
430
$30.3K 0.01%
+17,635
431
$30K 0.01%
+13,712
432
$29.2K 0.01%
14,300
+2,300
433
$27.4K 0.01%
+12,707
434
$26.5K 0.01%
+10,100
435
$25.5K 0.01%
16,698
+2,698
436
$23.8K 0.01%
+10,496
437
$22.7K 0.01%
+11,760
438
$21.3K 0.01%
+14,580
439
$21.1K 0.01%
+27,071
440
$20K 0.01%
+17,557
441
$18.7K ﹤0.01%
15,428
-12,572
442
$16.5K ﹤0.01%
+11,900
443
$16.5K ﹤0.01%
+17,710
444
$12.5K ﹤0.01%
+10,100
445
$10.9K ﹤0.01%
+26,742
446
$10.1K ﹤0.01%
+770
447
$9.74K ﹤0.01%
14,484
-516
448
$7.72K ﹤0.01%
+538
449
– –
-4,600
450
– –
-10,200
16 17
18
19 20