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
751
$16.3K ﹤0.01%
+2,500
752
$16.3K ﹤0.01%
+5,500
753
$16.2K ﹤0.01%
+400
754
$16.2K ﹤0.01%
+4,000
755
$16.2K ﹤0.01%
+12,000
756
$16.1K ﹤0.01%
1,200
757
$16K ﹤0.01%
300
-4,700
758
$16K ﹤0.01%
+300
759
$15.9K ﹤0.01%
+2,100
760
$15.9K ﹤0.01%
+1,088
761
$15.8K ﹤0.01%
+600
762
$15.8K ﹤0.01%
+600
763
$15.7K ﹤0.01%
+869
764
$15.6K ﹤0.01%
16,500
-18,800
765
$15.5K ﹤0.01%
100
-3,500
766
$15.5K ﹤0.01%
900
-300
767
$15.5K ﹤0.01%
+900
768
$15.5K ﹤0.01%
+9,800
769
$15.5K ﹤0.01%
+11,300
770
$15.4K ﹤0.01%
1,000
+200
771
$15.4K ﹤0.01%
+14,000
772
$15.4K ﹤0.01%
+4,200
773
$15.4K ﹤0.01%
+4,800
774
$15.3K ﹤0.01%
3,900
-3,800
775
$15.3K ﹤0.01%
300
-300
29 30
31
32 33