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Home > Institutional Investor > Catalyst Financial Partners Llc > Profile

Instuitional Investor - Catalyst Financial Partners Llc

Fund Profile
Filing Period:
Fund Name: Catalyst Financial Partners Llc
Portfolio Value $354,150,886
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 115,911 $55,362,571 15.63%
2.
Ishares Tr
 421,021 $29,618,827 8.36%
3.
Ishares Trust
 IEF 166,106 $17,980,959 5.07%
4.
Ishares Trust
 IEF 64,207 $17,794,970 5.02%
5.
Apple Inc.
 AAPL 85,726 $16,504,827 4.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)