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
901
$10.6K ﹤0.01%
+200
902
$10.6K ﹤0.01%
+400
903
$10.6K ﹤0.01%
1,000
-338,800
904
$10.5K ﹤0.01%
+600
905
$10.5K ﹤0.01%
400
+200
906
$10.5K ﹤0.01%
8,400
-2,000
907
$10.5K ﹤0.01%
+7,800
908
$10.4K ﹤0.01%
890
909
$10.4K ﹤0.01%
+100
910
$10.4K ﹤0.01%
900
-200
911
$10.4K ﹤0.01%
+800
912
$10.4K ﹤0.01%
+7,200
913
$10.4K ﹤0.01%
+200
914
$10.3K ﹤0.01%
+1,200
915
$10.3K ﹤0.01%
+1,700
916
$10.3K ﹤0.01%
100
-340
917
$10.3K ﹤0.01%
+200
918
$10.2K ﹤0.01%
+200
919
$10.2K ﹤0.01%
+3,900
920
$10.1K ﹤0.01%
+300
921
$9.98K ﹤0.01%
+900
922
$9.95K ﹤0.01%
200
-15,600
923
$9.9K ﹤0.01%
400
-2,300
924
$9.9K ﹤0.01%
100
-100
925
$9.83K ﹤0.01%
8,400
+8,200
35 36
37
38 39