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
1351
– –
-3,600
1352
– –
-200
1353
– –
-300
1354
– –
-300
1355
– –
-124,500
1356
– –
-2,000
1357
– –
-2,600
1358
– –
-200
1359
– –
-1,900
1360
– –
-6,100
1361
– –
-600
1362
– –
-360,300
1363
– –
-300
1364
– –
-1,400
1365
– –
-300
1366
– –
-900
1367
– –
-3,100
1368
– –
-400
1369
– –
-800
1370
– –
-4,200
1371
– –
-3,000
1372
– –
-400
1373
– –
-2,100
1374
– –
-200
1375
– –
-3,300
53 54
55
56 57