CFM
Catalyst Funds Management Portfolio holdings
AUM
$362M
1-Year Return
42.71%
This Quarter Return
+12.92%
1 Year Return
+42.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$405M
AUM Growth
-$50.6M
(-11%)
Cap. Flow
-$45.1M
Cap. Flow
% of AUM
-11.14%
Top 10 Holdings %
Top 10 Hldgs %
36.66%
Holding
1,371
New
102
Increased
101
Reduced
57
Closed
1,074
Top Buys
| 1 |
Broadcom
AVGO
|
+$35.5M |
| 2 |
Meta Platforms (Facebook)
META
|
+$23.5M |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$12.1M |
| 4 |
Applovin
APP
|
+$11.6M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$11.3M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$41.5M |
| 2 |
Microsoft
MSFT
|
+$27.7M |
| 3 |
3M
MMM
|
+$24.7M |
| 4 |
Spotify
SPOT
|
+$17M |
| 5 |
Eli Lilly
LLY
|
+$14.8M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 16.66% |
| 3 | Communication Services | 14.31% |
| 4 | Industrials | 7.81% |
| 5 | Consumer Discretionary | 7.8% |
