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
601
$25.4K 0.01%
+1,200
602
$25.4K 0.01%
+5,600
603
$25.4K 0.01%
3,000
+2,300
604
$25.2K 0.01%
200
-1,600
605
$25.1K 0.01%
1,200
+100
606
$25K 0.01%
+600
607
$25K 0.01%
100
+52
608
$24.9K 0.01%
+200
609
$24.8K 0.01%
600
+400
610
$24.8K 0.01%
+1,907
611
$24.8K 0.01%
1,800
+1,000
612
$24.7K 0.01%
200
-200
613
$24.7K 0.01%
500
-900
614
$24.7K 0.01%
+1,200
615
$24.5K 0.01%
+800
616
$24.4K 0.01%
600
-13,290
617
$24.4K 0.01%
+4,400
618
$24.4K 0.01%
+1,100
619
$24.4K 0.01%
+300
620
$24.4K 0.01%
+300
621
$24.2K 0.01%
+100
622
$24.1K 0.01%
+600
623
$24K 0.01%
800
-200
624
$24K 0.01%
1,200
-1,500
625
$23.9K 0.01%
+200
23 24
25
26 27