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
451
$44.8K 0.01%
1,800
+900
452
$44.8K 0.01%
11,400
+2,600
453
$44.5K 0.01%
+600
454
$44.3K 0.01%
1,200
+800
455
$44.3K 0.01%
900
+700
456
$44.1K 0.01%
415
+15
457
$43.8K 0.01%
1,300
+500
458
$43.7K 0.01%
+600
459
$43.6K 0.01%
+400
460
$43.6K 0.01%
+1,000
461
$43.3K 0.01%
2,000
+1,300
462
$43.2K 0.01%
6,500
-7,300
463
$43.1K 0.01%
1,200
-200
464
$43K 0.01%
+200
465
$42.8K 0.01%
+400
466
$42.5K 0.01%
900
-7,950
467
$42K 0.01%
+2,200
468
$41.6K 0.01%
1,200
-1,600
469
$41.4K 0.01%
200
470
$41.1K 0.01%
+200
471
$41K 0.01%
+1,400
472
$40.9K 0.01%
+2,000
473
$40.8K 0.01%
3,900
+1,100
474
$40.5K 0.01%
1,200
+1,000
475
$40.5K 0.01%
+3,000
17 18
19
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