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CLTAX
Catalyst/Lyons Tactical Allocation Fd Cl A
Analysis
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Holdings
Technical Analysis
Performance
Similar Mutual Funds
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CLTAX Mutual Fund Holdings Information

Holdings Count
21
Total Assets
18.61M
Top 10 Percentage
52.17%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
21 Holdings
21 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
VRT
Vertiv Holdings Co
6.50%
$1.18M
―
$61.11B
33.14%
16 Buy
2 Hold
0 Sell
Strong Buy
―
AZO
AutoZone Inc
5.72%
$1.04M
―
$56.42B
4.27%
20 Buy
2 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
5.59%
$1.02M
―
$4.04T
7.54%
20 Buy
10 Hold
2 Sell
Moderate Buy
―
KLAC
Kla Corporation
5.44%
$991.23K
―
$163.67B
97.92%
13 Buy
8 Hold
0 Sell
Moderate Buy
―
MSFT
Microsoft
5.43%
$989.28K
―
$3.61T
11.30%
32 Buy
2 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
5.06%
$920.91K
―
$1.66T
12.56%
36 Buy
6 Hold
1 Sell
Strong Buy
―
HCA
Hca Healthcare
5.02%
$913.77K
―
$107.93B
55.78%
13 Buy
5 Hold
1 Sell
Moderate Buy
―
CDNS
Cadence Design Systems
4.86%
$885.88K
―
$85.72B
4.46%
10 Buy
3 Hold
0 Sell
Strong Buy
―
WM
Waste Management
4.30%
$782.84K
―
$87.16B
5.11%
15 Buy
6 Hold
0 Sell
Moderate Buy
―
MAR
Marriott International
4.26%
$775.33K
―
$83.23B
9.23%
6 Buy
7 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

39.53%Technology22.30%Industrials15.77%Consumer Cyclical10.23%Communication Services9.35%Healthcare2.82%Consumer Defensive39.53%Technology
Technology
39.53%
Industrials
22.30%
Consumer Cyclical
15.77%
Communication Services
10.23%
Healthcare
9.35%
Consumer Defensive
2.82%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

11.18%Outperform1023.66%Outperform912.96%Outperform814.57%Neutral729.15%Neutral65.65%Neutral52.82%Neutral46
The weighted average smart score of the CLTAX Mutual Fund is 6
10
11.18%
9
23.66%
8
12.96%
7
14.57%
6
29.15%
5
5.65%
4
2.82%
3
0.00%
2
0.00%
1
0.00%

CLTAX Mutual Funds FAQ

What are Mutual Funds CLTAX’s top 3 holdings?
CLTAX’s top 3 holdings are VRT, AZO, AAPL.
    What is Mutual Funds CLTAX’s holdings count?
    Mutual Funds CLTAX’s is holdings 21 different assets.
      What are the total assets of Mutual Funds CLTAX?
      Mutual Funds CLTAX’s total assets are 18.61M.
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