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
1601
– –
-200
1602
– –
-800
1603
– –
-90
1604
– –
-5,600
1605
– –
-2,200
1606
– –
-2,100
1607
– –
-30,000
1608
– –
-1,200
1609
– –
-200
1610
– –
-875,300
1611
– –
-2,400
1612
– –
-29,000
1613
– –
-300
1614
– –
-1,300
1615
– –
-200
1616
– –
-27,000
1617
– –
-300
1618
– –
-7,500
1619
– –
-1,000
1620
– –
-600
1621
– –
-200
1622
– –
-200
1623
– –
-3,000
1624
– –
-300
1625
– –
-100
63 64
65
66 67