CFM

Catalyst Funds Management Portfolio holdings

AUM $659M
1-Year Est. Return 52.91%
This Quarter Est. Return
1 Year Est. Return
+52.91%
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
+$39.1M
2
+$27.7M
3
+$12.7M
4
META icon
Meta Platforms (Facebook)
META
+$7.21M
5
DHR icon
Danaher
DHR
+$6.14M

Top Sells

1
+$68.6M
2
+$19.3M
3
+$15.9M
4
DECK icon
Deckers Outdoor
DECK
+$7.92M
5
SMCI icon
Super Micro Computer
SMCI
+$6.23M

Sector Composition

1 Technology 21.95%
2 Healthcare 13.56%
3 Industrials 12.93%
4 Communication Services 11.23%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
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1502
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1503
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1504
– –
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1505
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1506
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1507
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-700
1508
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-300
1509
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-3,000
1510
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-3,100
1511
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1512
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-6,700
1513
– –
-760
1514
– –
-14,000
1515
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-400
1516
– –
-400
1517
– –
-3,200
1518
– –
-594
1519
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-200
1520
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-1,700
1521
– –
-600
1522
– –
-900
1523
– –
-2,800
1524
– –
-3,000
1525
– –
-2,500
59 60
61
62 63