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
201
$306K 0.07%
3,400
+2,800
202
$305K 0.07%
36,500
+36,400
203
$304K 0.07%
1,600
+1,400
204
$300K 0.07%
+5,600
205
$296K 0.07%
600
-400
206
$295K 0.06%
+4,000
207
$295K 0.06%
+1,000
208
$294K 0.06%
10,300
+10,000
209
$286K 0.06%
7,900
210
$286K 0.06%
+7,000
211
$285K 0.06%
+600
212
$283K 0.06%
+7,300
213
$282K 0.06%
80,800
+58,400
214
$281K 0.06%
900
+500
215
$281K 0.06%
7,200
-2,800
216
$281K 0.06%
+1,200
217
$279K 0.06%
+7,500
218
$278K 0.06%
+1,900
219
$276K 0.06%
10,800
+7,000
220
$275K 0.06%
+8,800
221
$274K 0.06%
+5,200
222
$269K 0.06%
+2,800
223
$267K 0.06%
+5,900
224
$266K 0.06%
18,800
+18,500
225
$266K 0.06%
+3,300
7 8
9
10 11