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
976
$7.63K ﹤0.01%
1,130
977
$7.58K ﹤0.01%
+400
978
$7.57K ﹤0.01%
+400
979
$7.53K ﹤0.01%
200
+100
980
$7.51K ﹤0.01%
+300
981
$7.5K ﹤0.01%
400
+200
982
$7.49K ﹤0.01%
+480
983
$7.45K ﹤0.01%
+700
984
$7.42K ﹤0.01%
100
-2,200
985
$7.42K ﹤0.01%
+375
986
$7.42K ﹤0.01%
530
987
$7.41K ﹤0.01%
133
-398
988
$7.4K ﹤0.01%
600
+400
989
$7.36K ﹤0.01%
+2,600
990
$7.3K ﹤0.01%
+800
991
$7.25K ﹤0.01%
300
-800
992
$7.21K ﹤0.01%
+400
993
$7.2K ﹤0.01%
+1,400
994
$7.17K ﹤0.01%
+5,600
995
$7.12K ﹤0.01%
400
-1,300
996
$7.03K ﹤0.01%
400
-11,000
997
$6.97K ﹤0.01%
600
-200
998
$6.95K ﹤0.01%
+4,600
999
$6.89K ﹤0.01%
300
-1,400
1000
$6.83K ﹤0.01%
+200
38 39
40
41 42