CFM

Catalyst Funds Management Portfolio holdings

AUM $591M
1-Year Est. Return 73.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+73.63%
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
– –
-1,700
1402
– –
-200
1403
– –
-1,500
1404
– –
-9,300
1405
– –
-9,600
1406
– –
-3,000
1407
– –
-300
1408
– –
-6,980
1409
– –
-300
1410
– –
-3,000
1411
– –
-3,100
1412
– –
-4
1413
– –
-1,600
1414
– –
-100
1415
– –
-22,400
1416
– –
-43
1417
– –
-600
1418
– –
-5,400
1419
– –
-2,500
1420
– –
-100
1421
– –
-1,100
1422
– –
-1,600
1423
– –
-3,600
1424
– –
-300
1425
– –
-2,400
55 56
57
58 59