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
776
$15.3K ﹤0.01%
900
+60
777
$15.1K ﹤0.01%
+3,100
778
$15.1K ﹤0.01%
2,700
+2,400
779
$15.1K ﹤0.01%
+3,900
780
$15K ﹤0.01%
600
-3,600
781
$15K ﹤0.01%
+15,800
782
$14.9K ﹤0.01%
+200
783
$14.9K ﹤0.01%
+6,600
784
$14.9K ﹤0.01%
+200
785
$14.8K ﹤0.01%
+100
786
$14.8K ﹤0.01%
200
-500
787
$14.8K ﹤0.01%
+200
788
$14.8K ﹤0.01%
600
-900
789
$14.8K ﹤0.01%
300
+100
790
$14.8K ﹤0.01%
4,500
-14,300
791
$14.7K ﹤0.01%
1,800
+1,000
792
$14.7K ﹤0.01%
+300
793
$14.7K ﹤0.01%
+1,800
794
$14.6K ﹤0.01%
8,400
795
$14.6K ﹤0.01%
300
-1,500
796
$14.5K ﹤0.01%
1,200
+300
797
$14.5K ﹤0.01%
200
+100
798
$14.3K ﹤0.01%
900
799
$14.3K ﹤0.01%
3,500
-5,800
800
$14.3K ﹤0.01%
+23,100
30 31
32
33 34