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
951
$9K ﹤0.01%
+200
952
$8.86K ﹤0.01%
+200
953
$8.86K ﹤0.01%
+2,400
954
$8.81K ﹤0.01%
+600
955
$8.77K ﹤0.01%
+100
956
$8.67K ﹤0.01%
+1,000
957
$8.58K ﹤0.01%
+100
958
$8.53K ﹤0.01%
+1,900
959
$8.5K ﹤0.01%
800
-11,000
960
$8.46K ﹤0.01%
+1,400
961
$8.44K ﹤0.01%
+100
962
$8.39K ﹤0.01%
1,200
+800
963
$8.38K ﹤0.01%
800
-3,236
964
$8.37K ﹤0.01%
+3,000
965
$8.28K ﹤0.01%
300
-2,100
966
$8.24K ﹤0.01%
600
-600
967
$8.11K ﹤0.01%
400
-500
968
$7.91K ﹤0.01%
100
-500
969
$7.9K ﹤0.01%
+400
970
$7.88K ﹤0.01%
400
+100
971
$7.82K ﹤0.01%
+200
972
$7.81K ﹤0.01%
200
-600
973
$7.73K ﹤0.01%
+900
974
$7.72K ﹤0.01%
200
-190
975
$7.68K ﹤0.01%
+500
37 38
39
40 41