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
1051
$5.5K ﹤0.01%
400
-200
1052
$5.48K ﹤0.01%
+4,000
1053
$5.41K ﹤0.01%
400
+100
1054
$5.35K ﹤0.01%
400
1055
$5.34K ﹤0.01%
+300
1056
$5.24K ﹤0.01%
890
-700
1057
$5.24K ﹤0.01%
+400
1058
$5.13K ﹤0.01%
400
+100
1059
$5.12K ﹤0.01%
100
-500
1060
$5.04K ﹤0.01%
1,499
-242,901
1061
$4.98K ﹤0.01%
+200
1062
$4.96K ﹤0.01%
+100
1063
$4.89K ﹤0.01%
400
-1,400
1064
$4.83K ﹤0.01%
+320
1065
$4.82K ﹤0.01%
100
-300
1066
$4.74K ﹤0.01%
+200
1067
$4.73K ﹤0.01%
+200
1068
$4.7K ﹤0.01%
+800
1069
$4.69K ﹤0.01%
+99
1070
$4.68K ﹤0.01%
+208
1071
$4.59K ﹤0.01%
+200
1072
$4.58K ﹤0.01%
300
-1,200
1073
$4.58K ﹤0.01%
+2,300
1074
$4.53K ﹤0.01%
600
+400
1075
$4.41K ﹤0.01%
+1,000
41 42
43
44 45