CFM

Catalyst Funds Management Portfolio holdings

AUM $591M
1-Year Est. Return 73.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+73.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22.9M
3
+$20.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$18.9M
5
NVDA icon
NVIDIA
NVDA
+$14.8M

Top Sells

1
+$11.2M
2
+$10.3M
3
+$5.95M
4
SFM icon
Sprouts Farmers Market
SFM
+$5.01M
5
WELL icon
Welltower
WELL
+$5M

Sector Composition

1 Technology 28.24%
2 Communication Services 12.85%
3 Financials 12.77%
4 Industrials 10.29%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.42%
99,583
+47,900
52
$2.72M 0.41%
12,900
-6,400
53
$2.66M 0.4%
968,700
-909,000
54
$2.62M 0.4%
+11,100
55
$2.56M 0.39%
3,100
56
$2.55M 0.39%
3,200
+600
57
$2.45M 0.37%
18,200
+6,000
58
$2.45M 0.37%
+15,400
59
$2.43M 0.37%
4,300
+2,450
60
$2.43M 0.37%
+12,400
61
$2.39M 0.36%
5,600
+3,900
62
$2.39M 0.36%
+23,500
63
$2.33M 0.35%
4,300
+2,850
64
$2.29M 0.35%
40,278
-5,366
65
$2.28M 0.35%
120,467
+22,125
66
$2.26M 0.34%
+6,800
67
$2.25M 0.34%
8,600
-1,800
68
$2.19M 0.33%
9,519
+1,500
69
$2.16M 0.33%
+12,800
70
$2.15M 0.33%
37,100
-4,100
71
$2.1M 0.32%
+30,700
72
$2.01M 0.31%
+9,800
73
$1.99M 0.3%
22,400
+700
74
$1.98M 0.3%
1,700
+4
75
$1.98M 0.3%
27,100
+16,300
1 2
3
4 5