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
$373M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$17.8M
3
+$14.3M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
SPOT icon
Spotify
SPOT
+$11.8M

Top Sells

1
+$10.1M
2
+$7.68M
3
+$5.92M
4
NEM icon
Newmont
NEM
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$5.35M

Sector Composition

1 Technology 33.66%
2 Industrials 12.6%
3 Financials 12.32%
4 Communication Services 12.12%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-1,345
1402
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1403
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1404
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-5,100
1405
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1408
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-6,000
1409
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1410
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-1,400
1412
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-400
1413
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1414
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1415
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-300
1416
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-1,100
1417
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-100
1418
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1419
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1420
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-2,600
1421
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1422
– –
-600
1423
– –
-8,400
1424
– –
-300
1425
– –
-4,200
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