CFM

Catalyst Funds Management Portfolio holdings

AUM $431M
1-Year Est. Return 48.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.17%
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
+$54.7M
2
+$17.8M
3
+$14.3M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
SPOT icon
Spotify
SPOT
+$11.8M

Top Sells

1
+$10.1M
2
+$7.68M
3
+$5.92M
4
NEM icon
Newmont
NEM
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.35M

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
626
$23.9K 0.01%
1,200
+1,100
627
$23.9K 0.01%
+5,400
628
$23.8K 0.01%
+600
629
$23.7K 0.01%
+4,400
630
$23.6K 0.01%
+200
631
$23.2K 0.01%
2,051
+1,026
632
$23.2K 0.01%
200
+100
633
$23.2K 0.01%
+700
634
$23.1K 0.01%
+594
635
$23K 0.01%
4,900
636
$22.9K 0.01%
+600
637
$22.7K 0.01%
+600
638
$22.7K 0.01%
400
639
$22.6K 0.01%
+800
640
$22.5K 0.01%
+800
641
$22.4K 0.01%
600
-100
642
$22K 0.01%
200
-7,600
643
$22K 0.01%
3,200
+2,000
644
$22K 0.01%
+300
645
$22K 0.01%
4,000
+3,200
646
$21.8K 0.01%
300
-3,370
647
$21.8K 0.01%
+700
648
$21.8K 0.01%
+15,000
649
$21.7K 0.01%
+400
650
$21.6K 0.01%
+600
24 25
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