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
826
$13.3K ﹤0.01%
+700
827
$13.3K ﹤0.01%
200
-1,000
828
$13.2K ﹤0.01%
500
-100
829
$13.2K ﹤0.01%
200
-4,360
830
$13.2K ﹤0.01%
1,200
831
$13.2K ﹤0.01%
+600
832
$13.2K ﹤0.01%
+6,300
833
$13.2K ﹤0.01%
400
-2,600
834
$13.1K ﹤0.01%
300
-58,800
835
$13.1K ﹤0.01%
800
-1,990
836
$12.9K ﹤0.01%
400
-12,200
837
$12.9K ﹤0.01%
+1,200
838
$12.8K ﹤0.01%
+7,800
839
$12.8K ﹤0.01%
300
-2,580
840
$12.7K ﹤0.01%
+500
841
$12.7K ﹤0.01%
200
842
$12.6K ﹤0.01%
+10,800
843
$12.6K ﹤0.01%
+6,100
844
$12.6K ﹤0.01%
300
-700
845
$12.6K ﹤0.01%
2,100
-200
846
$12.6K ﹤0.01%
+3,300
847
$12.6K ﹤0.01%
+200
848
$12.5K ﹤0.01%
+400
849
$12.5K ﹤0.01%
900
+700
850
$12.5K ﹤0.01%
600
-200
32 33
34
35 36