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
$659M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$22.9M
3
+$20.6M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$18.9M
5
NVDA icon
NVIDIA
NVDA
+$14.8M

Top Sells

1
+$11.2M
2
+$10.3M
3
+$5.95M
4
SFM icon
Sprouts Farmers Market
SFM
+$5.01M
5
WELL icon
Welltower
WELL
+$5M

Sector Composition

1 Technology 28.24%
2 Communication Services 12.85%
3 Financials 12.77%
4 Industrials 10.29%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$627K 0.1%
3,700
+1,100
202
$627K 0.1%
+4,300
203
$625K 0.09%
+1,900
204
$625K 0.09%
5,800
205
$623K 0.09%
3,000
+200
206
$623K 0.09%
36,600
-9,965
207
$622K 0.09%
9,200
-6,400
208
$616K 0.09%
+7,600
209
$616K 0.09%
+10,100
210
$614K 0.09%
26,300
-154,379
211
$609K 0.09%
50,300
-93,900
212
$607K 0.09%
+5,300
213
$604K 0.09%
+16,206
214
$604K 0.09%
+9,100
215
$573K 0.09%
+600
216
$564K 0.09%
1,958
-1,442
217
$552K 0.08%
+3,200
218
$545K 0.08%
+3,200
219
$542K 0.08%
+4,000
220
$541K 0.08%
5,700
+700
221
$538K 0.08%
10,270
+2,500
222
$535K 0.08%
+5,600
223
$532K 0.08%
+2,600
224
$528K 0.08%
+5,800
225
$527K 0.08%
+42,200
7 8
9
10 11