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
676
$20.2K 0.01%
+12,000
677
$20.1K 0.01%
+600
678
$20K 0.01%
+200
679
$20K 0.01%
1,600
+1,400
680
$20K 0.01%
3,400
681
$20K 0.01%
+1,500
682
$19.9K 0.01%
600
-200
683
$19.9K 0.01%
1,200
-2,900
684
$19.9K 0.01%
+500
685
$19.8K 0.01%
+5,800
686
$19.7K 0.01%
1,200
-4,250
687
$19.6K 0.01%
200
-200
688
$19.6K 0.01%
9,600
-12,300
689
$19.5K 0.01%
+300
690
$19.5K 0.01%
900
-700
691
$19.4K 0.01%
+4,000
692
$19.3K 0.01%
200
-1,400
693
$19.2K 0.01%
1,000
+400
694
$19.2K 0.01%
+2,300
695
$19.1K 0.01%
+1,560
696
$19.1K 0.01%
+6,900
697
$19K 0.01%
+400
698
$19K 0.01%
+300
699
$19K 0.01%
300
-1,500
700
$18.9K 0.01%
1,000
-2,800
26 27
28
29 30