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
1626
– –
-400
1627
– –
-1,499
1628
– –
-1,200
1629
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-3,900
1630
– –
-1,200
1631
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-1,200
1632
– –
-200
1633
– –
-9,560
1634
– –
-90
1635
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-200
1636
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-500
1637
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-400
1638
– –
-800
1639
– –
-300
1640
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-100
1641
– –
-800
1642
– –
-15,800
1643
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-1,200
1644
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-900
1645
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-3,800
1646
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-3,000
1647
– –
-110
1648
– –
-3,200
1649
– –
-5,000
1650
– –
-4,600
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