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
501
$36.7K 0.01%
+600
502
$36.7K 0.01%
+4,000
503
$36.5K 0.01%
100
-200
504
$36.5K 0.01%
+1,500
505
$36.4K 0.01%
900
-500
506
$36.2K 0.01%
+900
507
$36K 0.01%
900
-500
508
$35.7K 0.01%
+300
509
$35.6K 0.01%
+200
510
$35.4K 0.01%
+6,300
511
$35.3K 0.01%
900
-8,387
512
$35.3K 0.01%
900
+600
513
$35.3K 0.01%
+2,000
514
$35.3K 0.01%
400
-1,300
515
$35.1K 0.01%
+400
516
$35.1K 0.01%
2,600
-100,000
517
$35K 0.01%
3,600
-3,500
518
$34.8K 0.01%
+1,000
519
$34.8K 0.01%
2,400
-11,900
520
$34.6K 0.01%
200
-9,300
521
$34.4K 0.01%
+400
522
$34.3K 0.01%
+1,500
523
$34.2K 0.01%
600
-800
524
$34.1K 0.01%
+5,800
525
$34K 0.01%
+200
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