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
151
$417K 0.09%
9,300
+4,300
152
$410K 0.09%
+12,900
153
$409K 0.09%
+166,900
154
$400K 0.09%
6,800
+4,600
155
$398K 0.09%
7,800
-17,400
156
$396K 0.09%
7,800
+200
157
$394K 0.09%
3,600
+950
158
$392K 0.09%
40
+20
159
$392K 0.09%
1,800
+1,600
160
$388K 0.09%
2,200
+1,800
161
$388K 0.09%
3,300
+2,300
162
$387K 0.08%
1,200
-1,400
163
$379K 0.08%
4,200
+2,300
164
$376K 0.08%
800
+600
165
$374K 0.08%
+2,000
166
$373K 0.08%
+7,200
167
$360K 0.08%
6,900
-42,700
168
$360K 0.08%
+800
169
$359K 0.08%
7,200
+5,200
170
$357K 0.08%
+2,100
171
$352K 0.08%
1,800
+1,200
172
$349K 0.08%
+1,500
173
$349K 0.08%
2,800
-1,200
174
$347K 0.08%
+1,200
175
$345K 0.08%
21,900
5 6
7
8 9