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
476
$40.1K 0.01%
880
+400
477
$39.7K 0.01%
760
-2,000
478
$39.7K 0.01%
+600
479
$39.7K 0.01%
200
-4,300
480
$39.6K 0.01%
+90
481
$39.6K 0.01%
+2,400
482
$39.3K 0.01%
+600
483
$39.1K 0.01%
2,200
-800
484
$38.7K 0.01%
1,500
-601
485
$38.6K 0.01%
1,600
+500
486
$38.4K 0.01%
+2,470
487
$38.2K 0.01%
1,700
-1,100
488
$38.2K 0.01%
+3,000
489
$38.1K 0.01%
+3,500
490
$37.8K 0.01%
+600
491
$37.6K 0.01%
800
-500
492
$37.6K 0.01%
+2,500
493
$37.3K 0.01%
1,800
-1,203
494
$37.3K 0.01%
6,166
-9,400
495
$37.3K 0.01%
1,000
496
$37.1K 0.01%
900
+500
497
$37.1K 0.01%
+1,100
498
$36.9K 0.01%
800
-300
499
$36.8K 0.01%
800
+400
500
$36.7K 0.01%
+3,000
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