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
851
$12.4K ﹤0.01%
+1,240
852
$12.4K ﹤0.01%
+200
853
$12.4K ﹤0.01%
+100
854
$12.3K ﹤0.01%
4,000
+2,800
855
$12.2K ﹤0.01%
+200
856
$12.2K ﹤0.01%
+600
857
$12.1K ﹤0.01%
200
858
$12.1K ﹤0.01%
1,400
-3,100
859
$12.1K ﹤0.01%
100
-34,600
860
$12.1K ﹤0.01%
400
+300
861
$12K ﹤0.01%
+1,400
862
$12K ﹤0.01%
+430
863
$12K ﹤0.01%
+2,200
864
$11.9K ﹤0.01%
300
-500
865
$11.9K ﹤0.01%
140
+12
866
$11.9K ﹤0.01%
+10,200
867
$11.9K ﹤0.01%
+2,400
868
$11.9K ﹤0.01%
+300
869
$11.8K ﹤0.01%
+2,000
870
$11.8K ﹤0.01%
200
-37,700
871
$11.8K ﹤0.01%
+2,400
872
$11.8K ﹤0.01%
+500
873
$11.8K ﹤0.01%
400
874
$11.8K ﹤0.01%
1,480
-1,470
875
$11.8K ﹤0.01%
300
-100
33 34
35
36 37