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
551
$30.8K 0.01%
400
+300
552
$30.6K 0.01%
900
+300
553
$30.5K 0.01%
+1,600
554
$30.5K 0.01%
400
-380
555
$30.4K 0.01%
+200
556
$30.4K 0.01%
+600
557
$30.4K 0.01%
+1,000
558
$30.2K 0.01%
+1,700
559
$30K 0.01%
3,600
-4,000
560
$29.9K 0.01%
+1,000
561
$29.8K 0.01%
+300
562
$29.7K 0.01%
+7,200
563
$29.7K 0.01%
+400
564
$29.5K 0.01%
400
+200
565
$29.4K 0.01%
3,300
-2,600
566
$29.3K 0.01%
1,900
-10,100
567
$29.1K 0.01%
600
-3,740
568
$29K 0.01%
9,000
+7,800
569
$28.9K 0.01%
+1,553
570
$28.8K 0.01%
+1,200
571
$28.7K 0.01%
+4,400
572
$28.5K 0.01%
+200
573
$28.5K 0.01%
+600
574
$28.1K 0.01%
600
-55,900
575
$28K 0.01%
+900
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