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
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$866K 0.24%
15,306
-31,313
127
$864K 0.24%
+144,200
128
$856K 0.24%
2,945
-5,555
129
$853K 0.24%
8,195
+1,495
130
$852K 0.24%
9,200
-1,900
131
$834K 0.23%
+100,900
132
$830K 0.23%
16,130
+11,430
133
$828K 0.23%
+3,200
134
$807K 0.22%
+14,400
135
$798K 0.22%
+3,500
136
$793K 0.22%
+57,800
137
$790K 0.22%
+8,800
138
$789K 0.22%
+22,950
139
$773K 0.21%
+10,400
140
$767K 0.21%
4,800
+1,200
141
$760K 0.21%
+4,021
142
$757K 0.21%
+37,600
143
$747K 0.21%
10,800
-16,800
144
$740K 0.2%
+28,800
145
$717K 0.2%
19,912
-22,808
146
$715K 0.2%
+46,565
147
$712K 0.2%
+21,230
148
$708K 0.2%
+1,450
149
$708K 0.2%
19,800
-14,000
150
$707K 0.2%
+5,600
4 5
6
7 8