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
1501
– –
-600
1502
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-900
1503
– –
-2,800
1504
– –
-3,000
1505
– –
-2,500
1506
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-51,100
1507
– –
-200
1508
– –
-1,231,000
1509
– –
-1,200
1510
– –
-24,400
1511
– –
-11,400
1512
– –
-600
1513
– –
-100
1514
– –
-38,200
1515
– –
-300
1516
– –
-400
1517
– –
-5,100
1518
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-900
1519
– –
-900
1520
– –
-400
1521
– –
-8,400
1522
– –
-600
1523
– –
-800
1524
– –
-5,200
1525
– –
-1,000
59 60
61
62 63