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
876
$11.8K ﹤0.01%
+800
877
$11.7K ﹤0.01%
+300
878
$11.7K ﹤0.01%
100
-100
879
$11.6K ﹤0.01%
+200
880
$11.6K ﹤0.01%
+600
881
$11.5K ﹤0.01%
240
-200
882
$11.5K ﹤0.01%
1,320
-2,090
883
$11.4K ﹤0.01%
+3,500
884
$11.3K ﹤0.01%
200
-800
885
$11.2K ﹤0.01%
300
-700
886
$11.2K ﹤0.01%
+300
887
$11.2K ﹤0.01%
+900
888
$11.2K ﹤0.01%
+9,000
889
$11.2K ﹤0.01%
210
-3,045
890
$11.1K ﹤0.01%
400
+200
891
$11.1K ﹤0.01%
+800
892
$11K ﹤0.01%
+200
893
$11K ﹤0.01%
+1,830
894
$10.9K ﹤0.01%
+300
895
$10.9K ﹤0.01%
+100
896
$10.8K ﹤0.01%
300
-700
897
$10.8K ﹤0.01%
300
+100
898
$10.7K ﹤0.01%
1,000
+100
899
$10.7K ﹤0.01%
700
+400
900
$10.6K ﹤0.01%
+400
34 35
36
37 38