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
201
$482K 0.13%
22,000
+3,380
202
$480K 0.13%
+21,900
203
$478K 0.13%
+3,900
204
$476K 0.13%
4,643
+795
205
$475K 0.13%
+1,200
206
$475K 0.13%
+22,300
207
$473K 0.13%
+2,500
208
$472K 0.13%
+10,700
209
$469K 0.13%
+2,655
210
$468K 0.13%
+5,400
211
$468K 0.13%
+8,805
212
$468K 0.13%
+1,000
213
$467K 0.13%
+3,990
214
$466K 0.13%
+5,800
215
$463K 0.13%
+7,395
216
$462K 0.13%
+29,300
217
$459K 0.13%
+1,400
218
$459K 0.13%
14,868
-12,032
219
$452K 0.12%
23,571
-515
220
$450K 0.12%
+6,400
221
$449K 0.12%
19,100
-19,420
222
$441K 0.12%
+5,800
223
$435K 0.12%
+3,900
224
$433K 0.12%
+5,800
225
$426K 0.12%
+945
7 8
9
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