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
526
$33.9K 0.01%
60,800
-37,500
527
$33.7K 0.01%
3,200
-3,840
528
$33.6K 0.01%
+7,800
529
$33.3K 0.01%
+900
530
$33.3K 0.01%
+2,200
531
$33.2K 0.01%
200
-4,100
532
$32.9K 0.01%
+100
533
$32.9K 0.01%
+800
534
$32.6K 0.01%
+600
535
$32.2K 0.01%
800
+200
536
$32.1K 0.01%
+100
537
$32.1K 0.01%
900
-35,600
538
$32K 0.01%
+200
539
$31.9K 0.01%
+900
540
$31.9K 0.01%
+200
541
$31.8K 0.01%
+600
542
$31.6K 0.01%
1,300
+100
543
$31.6K 0.01%
+600
544
$31.4K 0.01%
+700
545
$31.4K 0.01%
+1,000
546
$31.4K 0.01%
+300
547
$31.1K 0.01%
900
-4,570
548
$31.1K 0.01%
200
-100
549
$30.8K 0.01%
+400
550
$30.8K 0.01%
+200
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