CFM

Catalyst Funds Management Portfolio holdings

AUM $591M
1-Year Est. Return 73.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+73.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22.9M
3
+$20.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$18.9M
5
NVDA icon
NVIDIA
NVDA
+$14.8M

Top Sells

1
+$11.2M
2
+$10.3M
3
+$5.95M
4
SFM icon
Sprouts Farmers Market
SFM
+$5.01M
5
WELL icon
Welltower
WELL
+$5M

Sector Composition

1 Technology 28.24%
2 Communication Services 12.85%
3 Financials 12.77%
4 Industrials 10.29%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.24%
+47,700
102
$1.53M 0.23%
800
-788
103
$1.53M 0.23%
23,100
+500
104
$1.51M 0.23%
+58,692
105
$1.51M 0.23%
+2
106
$1.49M 0.23%
15,800
-6,895
107
$1.46M 0.22%
+7,900
108
$1.46M 0.22%
+14,400
109
$1.46M 0.22%
+6,300
110
$1.46M 0.22%
+21,800
111
$1.44M 0.22%
+4,600
112
$1.4M 0.21%
13,800
-20,100
113
$1.39M 0.21%
93,000
+74,700
114
$1.31M 0.2%
+5,300
115
$1.31M 0.2%
11,700
+2,900
116
$1.26M 0.19%
23,756
+15,000
117
$1.26M 0.19%
16,400
+2,400
118
$1.24M 0.19%
+22,878
119
$1.24M 0.19%
+16,100
120
$1.22M 0.18%
+16,600
121
$1.21M 0.18%
12,500
+10,000
122
$1.21M 0.18%
4,300
+1,725
123
$1.19M 0.18%
+65,100
124
$1.17M 0.18%
+3,900
125
$1.17M 0.18%
+9,200
3 4
5
6 7