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
$455M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$27.5M
3
+$12.9M
4
META icon
Meta Platforms (Facebook)
META
+$6.48M
5
DHR icon
Danaher
DHR
+$5.85M

Top Sells

1
+$68.6M
2
+$17.9M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.58M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.89%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-200
1402
– –
-11,400
1403
– –
-100
1404
– –
-4,000
1405
– –
-1,200
1406
– –
-3,500
1407
– –
-200
1408
– –
-400
1409
– –
-600
1410
– –
-1
1411
– –
-400
1412
– –
-400
1413
– –
-800
1414
– –
-2,700
1415
– –
-42,600
1416
– –
-2,600
1417
– –
-300
1418
– –
-400
1419
– –
-1,499
1420
– –
-1,200
1421
– –
-3,900
1422
– –
-1,200
1423
– –
-1,200
1424
– –
-200
1425
– –
-1,600
55 56
57
58 59