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
1626
– –
-23,200
1627
– –
-415
1628
– –
-9,300
1629
– –
-700
1630
– –
-600
1631
– –
-300
1632
– –
-100
1633
– –
-11,100
1634
– –
-400
1635
– –
-400
1636
– –
-2,700
1637
– –
-42,600
1638
– –
-2,600
1639
– –
-400
1640
– –
-1,499
1641
– –
-1,200
1642
– –
-3,900
1643
– –
-1,200
1644
– –
-1,200
1645
– –
-200
1646
– –
-300
1647
– –
-9,560
1648
– –
-90
1649
– –
-200
1650
– –
-500
63 64 65
66
67