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
1251
$3.83K ﹤0.01%
400
1252
$3.83K ﹤0.01%
3,900
1253
$3.63K ﹤0.01%
4,600
1254
$3.39K ﹤0.01%
+200
1255
$3.23K ﹤0.01%
+600
1256
$3.22K ﹤0.01%
2,900
1257
$3.21K ﹤0.01%
68
1258
$3.2K ﹤0.01%
+300
1259
$3.17K ﹤0.01%
325
1260
$3.13K ﹤0.01%
2,100
1261
$3.12K ﹤0.01%
+200
1262
$2.33K ﹤0.01%
300
1263
$1.91K ﹤0.01%
16,500
1264
$928 ﹤0.01%
+200
1265
$813 ﹤0.01%
100
1266
$446 ﹤0.01%
800
-3,100
1267
$100 ﹤0.01%
50
1268
$10 ﹤0.01%
7
1269
– –
-400
1270
– –
-2,000
1271
– –
-182,700
1272
– –
-4,200
1273
– –
-1,000
1274
– –
-600
1275
– –
-1,100
49 50
51
52 53