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
1101
$3.22K ﹤0.01%
300
+210
1102
$3.22K ﹤0.01%
+100
1103
$3.17K ﹤0.01%
+400
1104
$3.13K ﹤0.01%
+200
1105
$3.05K ﹤0.01%
+100
1106
$2.94K ﹤0.01%
300
+100
1107
$2.9K ﹤0.01%
+76
1108
$2.89K ﹤0.01%
300
-400
1109
$2.8K ﹤0.01%
+100
1110
$2.77K ﹤0.01%
100
-800
1111
$2.73K ﹤0.01%
300
-3,875
1112
$2.67K ﹤0.01%
100
-100
1113
$2.56K ﹤0.01%
+300
1114
$2.54K ﹤0.01%
300
-700
1115
$2.52K ﹤0.01%
+200
1116
$2.52K ﹤0.01%
+200
1117
$2.52K ﹤0.01%
+300
1118
$2.39K ﹤0.01%
+200
1119
$2.3K ﹤0.01%
+600
1120
$2.28K ﹤0.01%
+100
1121
$2K ﹤0.01%
+100
1122
$2K ﹤0.01%
+200
1123
$1.81K ﹤0.01%
+200
1124
$1.43K ﹤0.01%
+400
1125
$1.37K ﹤0.01%
+100
43 44
45
46 47