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
$455M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$27.7M
3
+$12.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.21M
5
DHR icon
Danaher
DHR
+$6.14M

Top Sells

1
+$68.6M
2
+$19.3M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.92M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.95%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$713K 0.16%
7,800
+200
102
$710K 0.16%
+4,800
103
$703K 0.15%
9,600
-2,400
104
$691K 0.15%
+9,000
105
$684K 0.15%
6,000
+5,500
106
$671K 0.15%
+5,648
107
$650K 0.14%
2,400
+1,600
108
$634K 0.14%
+1,200
109
$632K 0.14%
2,200
110
$629K 0.14%
3,700
+2,300
111
$625K 0.14%
9,600
+900
112
$620K 0.14%
1,200
+900
113
$603K 0.13%
4,200
+4,000
114
$587K 0.13%
2,300
+900
115
$583K 0.13%
+300
116
$578K 0.13%
4,400
+3,200
117
$576K 0.13%
19,158
+18,849
118
$574K 0.13%
5,200
-6,200
119
$572K 0.13%
1,200
-400
120
$569K 0.12%
900
+700
121
$566K 0.12%
1,600
+1,400
122
$565K 0.12%
+30,400
123
$561K 0.12%
7,800
+2,500
124
$556K 0.12%
+4,400
125
$555K 0.12%
950
+350
3 4
5
6 7