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
$455M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27.7M
3
+$12.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.21M
5
DHR icon
Danaher
DHR
+$6.14M

Top Sells

1
+$68.6M
2
+$19.3M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.92M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.95%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.51%
11,300
+6,800
27
$2.32M 0.51%
41,100
-34,400
28
$2.31M 0.51%
+163,370
29
$2.28M 0.5%
3,900
+2,700
30
$2.23M 0.49%
+42,000
31
$2.11M 0.46%
17,400
+16,000
32
$2.07M 0.46%
10,500
+5,100
33
$2.07M 0.45%
+18,100
34
$2.03M 0.45%
85,690
+68,640
35
$2M 0.44%
+36,100
36
$1.98M 0.44%
23,700
+10,800
37
$1.93M 0.42%
26,900
+18,200
38
$1.86M 0.41%
12,600
+4,400
39
$1.84M 0.41%
6,800
+5,700
40
$1.83M 0.4%
4,500
+2,700
41
$1.81M 0.4%
12,600
+12,400
42
$1.79M 0.39%
+10,300
43
$1.74M 0.38%
+71,000
44
$1.71M 0.37%
5,600
+5,300
45
$1.68M 0.37%
37,300
+34,700
46
$1.65M 0.36%
21,200
+15,500
47
$1.63M 0.36%
3,300
+900
48
$1.62M 0.36%
9,600
+9,000
49
$1.6M 0.35%
+1,800
50
$1.58M 0.35%
+8,400
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