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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 $531,941,267
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 162,914 $95,904,420 18.02%
2.
Ishares Tr - CORE MSCI EAFE
 496,671 $34,906,026 6.56%
3.
Ishares Trust
 IEF 251,830 $29,015,895 5.45%
4.
Ishares Trust
 IEF 410,781 $25,595,775 4.81%
5.
Apple Inc.
 AAPL 98,992 $24,789,603 4.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)