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
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.4%
+29,500
77
$1.41M 0.39%
+32,575
78
$1.38M 0.38%
10,310
-4,290
79
$1.33M 0.37%
22,600
+10,240
80
$1.32M 0.36%
16,555
-7,745
81
$1.32M 0.36%
18,300
-21,700
82
$1.31M 0.36%
+178,300
83
$1.29M 0.36%
+22,226
84
$1.28M 0.35%
52,270
-11,530
85
$1.26M 0.35%
+348,600
86
$1.26M 0.35%
27,030
+19,830
87
$1.25M 0.35%
+14,860
88
$1.25M 0.34%
+16,000
89
$1.25M 0.34%
+7,500
90
$1.23M 0.34%
+13,100
91
$1.22M 0.34%
11,600
+7,280
92
$1.21M 0.33%
+31,777
93
$1.19M 0.33%
+40,290
94
$1.19M 0.33%
+17,655
95
$1.18M 0.33%
30,270
+15,270
96
$1.16M 0.32%
+15,600
97
$1.16M 0.32%
+5,000
98
$1.16M 0.32%
+79,720
99
$1.15M 0.32%
+3,600
100
$1.13M 0.31%
31,310
-34,970
2 3
4
5 6