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CLTAX
Catalyst/Lyons Tactical Allocation Fd Cl A
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

CLTAX Mutual Fund Holdings Information

Holdings Count
25
Total Assets
36.89M
Top 10 Percentage
49.51%
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
25 Holdings
25 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
USD_CASH
First American Funds Inc.
15.08%
$5.55M
―
―
―
―
―
LII
Lennox International
4.42%
$1.63M
―
$24.17B
62.91%
2 Buy
7 Hold
2 Sell
Hold
―
COST
Costco Wholesale Corp.
4.32%
$1.59M
―
$425.74B
62.49%
17 Buy
8 Hold
0 Sell
Moderate Buy
―
HCA
Hca Healthcare
3.93%
$1.45M
―
$82.48B
29.12%
13 Buy
3 Hold
1 Sell
Moderate Buy
―
MSFT
Microsoft
3.72%
$1.37M
―
$3.11T
10.96%
26 Buy
3 Hold
0 Sell
Strong Buy
―
GWW
W.W. Grainger
3.72%
$1.37M
―
$59.21B
49.67%
2 Buy
9 Hold
0 Sell
Hold
―
WM
Waste Management
3.66%
$1.35M
―
$90.57B
31.18%
9 Buy
9 Hold
0 Sell
Moderate Buy
―
STLD
Steel Dynamics
3.64%
$1.34M
―
$22.07B
30.03%
4 Buy
3 Hold
0 Sell
Moderate Buy
―
MAR
Marriott International
3.58%
$1.32M
―
$80.03B
37.84%
6 Buy
12 Hold
0 Sell
Moderate Buy
―
AAPL
Apple Inc
3.45%
$1.27M
―
$3.52T
22.58%
24 Buy
8 Hold
2 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

33.25%Consumer Cyclical22.40%Industrials16.12%Healthcare12.95%Technology8.43%Basic Materials6.84%Energy33.25%Consumer Cyclical
Consumer Cyclical
33.25%
Industrials
22.40%
Healthcare
16.12%
Technology
12.95%
Basic Materials
8.43%
Energy
6.84%

Countries Breakdown

84.19%United States84.19%United States
United States
84.19%

Breakdown By Smart Score

3.69%Outperform1010.86%Outperform99.17%Outperform829.82%Neutral721.12%Neutral621.62%Neutral53.72%Underperform36
The weighted average smart score of the CLTAX Mutual Fund is 6
10
3.69%
9
10.86%
8
9.17%
7
29.82%
6
21.12%
5
21.62%
4
0.00%
3
3.72%
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 USD_CASH, LII, COST.
    What is Mutual Funds CLTAX’s holdings count?
    Mutual Funds CLTAX’s is holdings 25 different assets.
      What are the total assets of Mutual Funds CLTAX?
      Mutual Funds CLTAX’s total assets are 36.89M.

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