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
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.31%
3,400
+280
102
$1.08M 0.3%
+14,000
103
$1.07M 0.3%
+216,900
104
$1.03M 0.29%
+25,600
105
$1.02M 0.28%
+5,800
106
$1.02M 0.28%
+31,200
107
$1.01M 0.28%
+22,800
108
$1.01M 0.28%
2,600
-1,180
109
$1.01M 0.28%
+13,515
110
$988K 0.27%
86,095
+69,295
111
$968K 0.27%
+109,200
112
$967K 0.27%
2,500
-380
113
$963K 0.27%
+7,500
114
$948K 0.26%
+26,700
115
$944K 0.26%
+1,850
116
$940K 0.26%
+26,200
117
$937K 0.26%
+51,683
118
$902K 0.25%
+9,800
119
$895K 0.25%
16,585
-9,515
120
$886K 0.24%
14,100
+10,020
121
$881K 0.24%
+4,460
122
$878K 0.24%
+39,600
123
$872K 0.24%
2,126
-699
124
$872K 0.24%
+151,600
125
$867K 0.24%
17,700
-8,300
3 4
5
6 7