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
$373M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$17.8M
3
+$14.3M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
SPOT icon
Spotify
SPOT
+$11.8M

Top Sells

1
+$10.1M
2
+$7.68M
3
+$5.92M
4
NEM icon
Newmont
NEM
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.35M

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
1126
$1.28K ﹤0.01%
45
-2,979
1127
$1.26K ﹤0.01%
400
-400
1128
$1.14K ﹤0.01%
+100
1129
$1.1K ﹤0.01%
100
-100
1130
$1.07K ﹤0.01%
110
-170
1131
$945 ﹤0.01%
100
-2,200
1132
$897 ﹤0.01%
+100
1133
$850 ﹤0.01%
+100
1134
$653 ﹤0.01%
+100
1135
$636 ﹤0.01%
43
-1,157
1136
$150 ﹤0.01%
90
-146,200
1137
$147 ﹤0.01%
2
1138
$44 ﹤0.01%
8
-1,802
1139
$43 ﹤0.01%
30
-13,900
1140
$29 ﹤0.01%
1
-1,000
1141
$23 ﹤0.01%
4
-18
1142
$12 ﹤0.01%
7
1143
– –
-21,600
1144
– –
-3,500
1145
– –
-3,000
1146
– –
-3,000
1147
– –
-400
1148
– –
-300
1149
– –
-20
1150
– –
-1,500
44 45
46
47 48