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
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18.8K 0.01%
+12,700
427
$18.6K 0.01%
+21,600
428
$16.6K ﹤0.01%
+13,061
429
$9.57K ﹤0.01%
13,340
-335,500
430
– –
-4,256
431
– –
-960
432
– –
-4,000
433
– –
-9,600
434
– –
-15,200
435
– –
-9,000
436
– –
-10,640
437
– –
-2,280
438
– –
-18,831
439
– –
-8,820
440
– –
-2,520
441
– –
-17,187
442
– –
-17,285
443
– –
-11,900
444
– –
-33,160
445
– –
-1,680
446
– –
-24,300
447
– –
-16,734
448
– –
-11,300
449
– –
-17,800
450
– –
-1,200
16 17
18
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