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
651
$21.6K 0.01%
+2,000
652
$21.6K 0.01%
+200
653
$21.5K 0.01%
1,600
+100
654
$21.5K 0.01%
7,100
-22,160
655
$21.5K 0.01%
+1,200
656
$21.4K 0.01%
1,524
+711
657
$21.4K 0.01%
+1,000
658
$21.4K 0.01%
200
-200
659
$21.3K 0.01%
+1,200
660
$21.1K 0.01%
+948
661
$21.1K 0.01%
300
-3,800
662
$21.1K 0.01%
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663
$21K 0.01%
3,235
+3,160
664
$21K 0.01%
200
-600
665
$21K 0.01%
+2,100
666
$21K 0.01%
+800
667
$20.7K 0.01%
200
-200
668
$20.7K 0.01%
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669
$20.6K 0.01%
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670
$20.6K 0.01%
4,600
+3,800
671
$20.6K 0.01%
8,900
-11,900
672
$20.6K 0.01%
1,900
-6,427
673
$20.5K 0.01%
+400
674
$20.4K 0.01%
600
-9,960
675
$20.3K 0.01%
+400
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