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
$455M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27.7M
3
+$12.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.21M
5
DHR icon
Danaher
DHR
+$6.14M

Top Sells

1
+$68.6M
2
+$19.3M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.92M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.95%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.35%
+71,200
52
$1.57M 0.35%
+4,700
53
$1.55M 0.34%
+3,000
54
$1.54M 0.34%
+12,000
55
$1.43M 0.31%
+8,600
56
$1.41M 0.31%
3,600
-2,500
57
$1.36M 0.3%
77,700
+73,300
58
$1.33M 0.29%
+104,100
59
$1.31M 0.29%
22,100
-4,900
60
$1.28M 0.28%
+72,017
61
$1.27M 0.28%
7,800
+2,800
62
$1.27M 0.28%
+8,200
63
$1.26M 0.28%
7,800
+7,100
64
$1.26M 0.28%
10,400
+8,200
65
$1.21M 0.27%
+10,800
66
$1.19M 0.26%
+3,600
67
$1.13M 0.25%
6,300
+1,700
68
$1.12M 0.25%
+13,300
69
$1.11M 0.24%
3,200
+700
70
$1.08M 0.24%
31,200
+30,300
71
$1.07M 0.24%
4,800
72
$1.06M 0.23%
+13,500
73
$1.06M 0.23%
9,800
-3,200
74
$1.03M 0.23%
5,300
+5,200
75
$1M 0.22%
2,400
+1,600
1 2
3
4 5