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
26
$2.57M 0.71%
9,300
+5,700
27
$2.52M 0.7%
45,644
-33,700
28
$2.51M 0.69%
43,016
-197,800
29
$2.43M 0.67%
+26,400
30
$2.42M 0.67%
+10,400
31
$2.36M 0.65%
25,500
-9,120
32
$2.31M 0.64%
+147,800
33
$2.26M 0.62%
+30,400
34
$2.22M 0.61%
130,000
35
$2.18M 0.6%
+7,900
36
$2.14M 0.59%
12,370
-3,630
37
$2.11M 0.58%
4,500
+3,300
38
$2.1M 0.58%
+40,300
39
$2.08M 0.58%
397,800
+225,200
40
$2.06M 0.57%
30,290
-25,810
41
$2.06M 0.57%
+7,200
42
$2.06M 0.57%
41,200
-25,775
43
$2.04M 0.56%
+46,700
44
$2.04M 0.56%
+22,695
45
$1.89M 0.52%
+3,400
46
$1.89M 0.52%
8,019
+629
47
$1.88M 0.52%
6,380
+2,600
48
$1.85M 0.51%
35,150
-23,850
49
$1.85M 0.51%
21,020
+1,820
50
$1.84M 0.51%
+2,600
1
2
3 4 5