CFM

Catalyst Funds Management Portfolio holdings

AUM $431M
1-Year Est. Return 48.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.17%
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
+$54.7M
2
+$17.8M
3
+$14.3M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
SPOT icon
Spotify
SPOT
+$11.8M

Top Sells

1
+$10.1M
2
+$7.68M
3
+$5.92M
4
NEM icon
Newmont
NEM
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.35M

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
926
$9.83K ﹤0.01%
+1,200
927
$9.82K ﹤0.01%
+100
928
$9.8K ﹤0.01%
+490
929
$9.71K ﹤0.01%
500
-300
930
$9.7K ﹤0.01%
+1,200
931
$9.69K ﹤0.01%
2,800
+2,000
932
$9.64K ﹤0.01%
+200
933
$9.62K ﹤0.01%
+200
934
$9.58K ﹤0.01%
+300
935
$9.52K ﹤0.01%
900
+300
936
$9.52K ﹤0.01%
+200
937
$9.5K ﹤0.01%
+100
938
$9.48K ﹤0.01%
+3,000
939
$9.43K ﹤0.01%
200
-3,700
940
$9.42K ﹤0.01%
400
-800
941
$9.4K ﹤0.01%
+565
942
$9.4K ﹤0.01%
+3,600
943
$9.38K ﹤0.01%
+600
944
$9.36K ﹤0.01%
+4,800
945
$9.34K ﹤0.01%
400
-200
946
$9.26K ﹤0.01%
+400
947
$9.17K ﹤0.01%
318
-2,613
948
$9.14K ﹤0.01%
1,800
+1,400
949
$9.12K ﹤0.01%
400
-2,400
950
$9K ﹤0.01%
100
-100
36 37
38
39 40