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
701
$18.8K 0.01%
+3,300
702
$18.8K 0.01%
+100
703
$18.8K 0.01%
+4,000
704
$18.8K 0.01%
200
-900
705
$18.8K 0.01%
+400
706
$18.7K 0.01%
9,400
-7,700
707
$18.7K 0.01%
+2,385
708
$18.6K 0.01%
100
-800
709
$18.5K 0.01%
+800
710
$18.4K ﹤0.01%
2,022
-2,000
711
$18.4K ﹤0.01%
+1,100
712
$18.3K ﹤0.01%
+7,600
713
$18.3K ﹤0.01%
700
-1,700
714
$18.3K ﹤0.01%
+200
715
$18.2K ﹤0.01%
+100
716
$18.2K ﹤0.01%
+21,600
717
$18K ﹤0.01%
3,000
-15,900
718
$18K ﹤0.01%
1,245
-3,555
719
$17.9K ﹤0.01%
600
+200
720
$17.8K ﹤0.01%
1,600
+800
721
$17.7K ﹤0.01%
+800
722
$17.6K ﹤0.01%
300
-500
723
$17.5K ﹤0.01%
1,500
-1,350
724
$17.5K ﹤0.01%
+600
725
$17.2K ﹤0.01%
+1,200
27 28
29
30 31