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
1076
$4.37K ﹤0.01%
200
-400
1077
$4.37K ﹤0.01%
+1,600
1078
$4.35K ﹤0.01%
+2,900
1079
$4.32K ﹤0.01%
+6,400
1080
$4.07K ﹤0.01%
200
1081
$4.01K ﹤0.01%
+300
1082
$3.99K ﹤0.01%
300
+200
1083
$3.99K ﹤0.01%
600
+500
1084
$3.97K ﹤0.01%
+400
1085
$3.96K ﹤0.01%
+300
1086
$3.93K ﹤0.01%
+200
1087
$3.88K ﹤0.01%
200
+100
1088
$3.85K ﹤0.01%
+400
1089
$3.85K ﹤0.01%
400
-1,100
1090
$3.77K ﹤0.01%
+300
1091
$3.75K ﹤0.01%
+600
1092
$3.69K ﹤0.01%
300
+100
1093
$3.66K ﹤0.01%
+900
1094
$3.48K ﹤0.01%
200
-9,000
1095
$3.42K ﹤0.01%
+68
1096
$3.4K ﹤0.01%
+2,100
1097
$3.34K ﹤0.01%
100
-3,100
1098
$3.32K ﹤0.01%
+200
1099
$3.3K ﹤0.01%
100
-300
1100
$3.26K ﹤0.01%
+900
42 43
44
45 46