CFM

Catalyst Funds Management Portfolio holdings

AUM $591M
1-Year Est. Return 73.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+73.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22.9M
3
+$20.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$18.9M
5
NVDA icon
NVIDIA
NVDA
+$14.8M

Top Sells

1
+$11.2M
2
+$10.3M
3
+$5.95M
4
SFM icon
Sprouts Farmers Market
SFM
+$5.01M
5
WELL icon
Welltower
WELL
+$5M

Sector Composition

1 Technology 28.24%
2 Communication Services 12.85%
3 Financials 12.77%
4 Industrials 10.29%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$120K 0.02%
+10,200
452
$120K 0.02%
40,064
+16,964
453
$114K 0.02%
+27,900
454
$108K 0.02%
+11,570
455
$107K 0.02%
+54,200
456
$105K 0.02%
62,400
-20,700
457
$105K 0.02%
27,800
+9,300
458
$94.3K 0.01%
42,500
+14,200
459
$91.7K 0.01%
54,600
+26,100
460
$88.1K 0.01%
59,539
+25,524
461
$84K 0.01%
31,100
+8,610
462
$83.1K 0.01%
31,845
+14,345
463
$80.4K 0.01%
51,200
+17,100
464
$80.2K 0.01%
29,610
+9,905
465
$78.2K 0.01%
46,800
-15,500
466
$77.6K 0.01%
51,400
+24,600
467
$68.6K 0.01%
+10,800
468
$57K 0.01%
10,800
-3,600
469
$56.5K 0.01%
+30,900
470
$56K 0.01%
30,763
+12,763
471
$55.4K 0.01%
6,378
+2,528
472
$54.4K 0.01%
12,900
-4,300
473
$54.4K 0.01%
40,300
-13,400
474
$53.9K 0.01%
29,600
-9,800
475
$50.6K 0.01%
29,600
+9,900
17 18
19
20 21