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
576
$27.9K 0.01%
300
-400
577
$27.9K 0.01%
+200
578
$27.7K 0.01%
+400
579
$27.6K 0.01%
+1,700
580
$27.6K 0.01%
10,380
-17,759
581
$27.4K 0.01%
400
-28,700
582
$27.4K 0.01%
1,400
-2,400
583
$27.4K 0.01%
200
-800
584
$27.1K 0.01%
+400
585
$27K 0.01%
+30,000
586
$26.9K 0.01%
400
-1,600
587
$26.9K 0.01%
+1,200
588
$26.6K 0.01%
+1,200
589
$26.5K 0.01%
+200
590
$26.5K 0.01%
800
+700
591
$26.4K 0.01%
+200
592
$26.4K 0.01%
+400
593
$26.3K 0.01%
+1,800
594
$26.2K 0.01%
1,800
-7,300
595
$26.2K 0.01%
1,000
596
$26K 0.01%
600
-2,400
597
$25.8K 0.01%
+56,500
598
$25.7K 0.01%
+400
599
$25.5K 0.01%
100
-700
600
$25.5K 0.01%
+25,500
22 23
24
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