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
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.51%
+25,600
52
$1.8M 0.5%
+21,700
53
$1.78M 0.49%
1,696
-4,064
54
$1.75M 0.48%
+8,440
55
$1.73M 0.48%
+12,200
56
$1.71M 0.47%
+9,900
57
$1.68M 0.46%
+45,600
58
$1.66M 0.46%
3,100
-2,625
59
$1.65M 0.46%
109,845
-29,903
60
$1.64M 0.45%
+10,200
61
$1.61M 0.44%
+34,400
62
$1.6M 0.44%
+21,800
63
$1.59M 0.44%
2,175
-1,325
64
$1.59M 0.44%
+111,900
65
$1.58M 0.44%
98,342
-155,058
66
$1.57M 0.43%
45,500
-22,500
67
$1.57M 0.43%
800
+600
68
$1.55M 0.43%
+223,300
69
$1.52M 0.42%
+10,400
70
$1.52M 0.42%
7,816
-5,144
71
$1.5M 0.41%
+38,700
72
$1.5M 0.41%
+4,000
73
$1.48M 0.41%
+4,400
74
$1.45M 0.4%
11,275
+9,595
75
$1.43M 0.4%
+7,262
1 2
3
4 5