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
501
$102K 0.02%
2,100
+1,500
502
$100K 0.02%
+6,300
503
$100K 0.02%
+300
504
$100K 0.02%
+400
505
$99.8K 0.02%
+1,600
506
$99.4K 0.02%
400
+100
507
$99.3K 0.02%
+900
508
$99.1K 0.02%
60,800
509
$98.9K 0.02%
+400
510
$98.9K 0.02%
2,400
+1,500
511
$98.8K 0.02%
800
+400
512
$98.5K 0.02%
+400
513
$98K 0.02%
8,800
+2,200
514
$97.7K 0.02%
1,500
+1,100
515
$97.5K 0.02%
3,600
+2,400
516
$96.4K 0.02%
400
-5,000
517
$96.3K 0.02%
+400
518
$95.8K 0.02%
+50,400
519
$95.5K 0.02%
+400
520
$95.4K 0.02%
400
+200
521
$95.2K 0.02%
10,300
+2,500
522
$94.8K 0.02%
1,000
+800
523
$94.7K 0.02%
+1,100
524
$94.5K 0.02%
+2,800
525
$94.4K 0.02%
+1,400
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