CFM

Catalyst Funds Management Portfolio holdings

AUM $431M
1-Year Est. Return 48.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.39M
3
+$5.63M
4
CRH icon
CRH
CRH
+$3.85M
5
INSM icon
Insmed
INSM
+$3.61M

Top Sells

1
+$11.7M
2
+$7.17M
3
+$7.15M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.02M
5
MA icon
Mastercard
MA
+$5.54M

Sector Composition

1 Technology 19.28%
2 Financials 14.89%
3 Industrials 12.22%
4 Materials 11.64%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$584K 0.16%
+89,300
177
$577K 0.16%
5,000
-11,000
178
$574K 0.16%
+11,700
179
$567K 0.16%
+8,500
180
$567K 0.16%
31,145
-160,155
181
$562K 0.16%
+21,200
182
$543K 0.15%
59,035
+25,935
183
$536K 0.15%
+2,440
184
$534K 0.15%
+2,000
185
$533K 0.15%
+11,700
186
$531K 0.15%
10,320
+4,620
187
$531K 0.15%
7,770
+2,570
188
$529K 0.15%
+5,889
189
$522K 0.14%
+3,000
190
$522K 0.14%
+58,400
191
$520K 0.14%
+5,550
192
$519K 0.14%
+2,000
193
$517K 0.14%
5,800
-22,250
194
$514K 0.14%
3,670
+1,510
195
$511K 0.14%
+7,540
196
$509K 0.14%
+9,400
197
$507K 0.14%
+2,800
198
$506K 0.14%
+1,300
199
$493K 0.14%
+17,800
200
$490K 0.14%
+4,100
6 7
8
9 10