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
1601
– –
-6,300
1602
– –
-6,900
1603
– –
-1,700
1604
– –
-200
1605
– –
-200
1606
– –
-400
1607
– –
-2,700
1608
– –
-1,000
1609
– –
-600
1610
– –
-900
1611
– –
-200
1612
– –
-490
1613
– –
-23,200
1614
– –
-415
1615
– –
-700
1616
– –
-600
1617
– –
-300
1618
– –
-100
1619
– –
-11,100
1620
– –
-400
1621
– –
-400
1622
– –
-2,700
1623
– –
-42,600
1624
– –
-2,600
1625
– –
-300
63 64
65
66 67