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
26
$4.96M 0.75%
16,640
+6,900
27
$4.81M 0.73%
+73,990
28
$4.5M 0.68%
102,300
+55,600
29
$4.4M 0.67%
+39,000
30
$4.07M 0.62%
+20,800
31
$3.79M 0.58%
8,320
-2,450
32
$3.79M 0.58%
11,400
+7,400
33
$3.77M 0.57%
+33,600
34
$3.76M 0.57%
+64,200
35
$3.62M 0.55%
29,100
+17,825
36
$3.49M 0.53%
95,700
+72,900
37
$3.28M 0.5%
39,800
+23,800
38
$3.23M 0.49%
16,000
+11,200
39
$3.23M 0.49%
+38,500
40
$3.21M 0.49%
43,800
+3,500
41
$3.13M 0.48%
+160,500
42
$3.11M 0.47%
37,120
+16,100
43
$3.09M 0.47%
96,000
+69,800
44
$3.02M 0.46%
33,180
-15,475
45
$3.01M 0.46%
37,100
+29,705
46
$3M 0.46%
+8,800
47
$2.92M 0.44%
3,175
+1,000
48
$2.81M 0.43%
12,500
+300
49
$2.79M 0.42%
79,147
+47,837
50
$2.79M 0.42%
49,050
+13,900
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