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
726
$17.2K ﹤0.01%
900
727
$17.1K ﹤0.01%
200
-500
728
$17K ﹤0.01%
+400
729
$17K ﹤0.01%
+600
730
$16.9K ﹤0.01%
+1,900
731
$16.9K ﹤0.01%
200
+100
732
$16.9K ﹤0.01%
+900
733
$16.9K ﹤0.01%
+300
734
$16.7K ﹤0.01%
400
+100
735
$16.7K ﹤0.01%
+3,600
736
$16.7K ﹤0.01%
200
737
$16.7K ﹤0.01%
+200
738
$16.7K ﹤0.01%
200
-100
739
$16.6K ﹤0.01%
+200
740
$16.6K ﹤0.01%
+800
741
$16.6K ﹤0.01%
+13,700
742
$16.6K ﹤0.01%
1,200
+600
743
$16.5K ﹤0.01%
1,200
-1,200
744
$16.5K ﹤0.01%
+300
745
$16.4K ﹤0.01%
300
-100
746
$16.4K ﹤0.01%
+5,600
747
$16.4K ﹤0.01%
+4,100
748
$16.4K ﹤0.01%
200
-3,000
749
$16.3K ﹤0.01%
+200
750
$16.3K ﹤0.01%
+2,000
28 29
30
31 32