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
1276
– –
-800
1277
– –
-7,600
1278
– –
-2,800
1279
– –
-600
1280
– –
-300
1281
– –
-22,100
1282
– –
-1,130
1283
– –
-103,200
1284
– –
-1,700
1285
– –
-3,000
1286
– –
-5,400
1287
– –
-8,400
1288
– –
-600
1289
– –
-800
1290
– –
-5,200
1291
– –
-1,000
1292
– –
-600
1293
– –
-4,800
1294
– –
-4,000
1295
– –
-99,500
1296
– –
-400
1297
– –
-7,000
1298
– –
-1,800
1299
– –
-200
1300
– –
-200
50 51
52
53 54