CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $520M
1-Year Est. Return 12.88%
This Quarter Est. Return
1 Year Est. Return
+12.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$915K
3
+$331K
4
SLB icon
SLB Ltd
SLB
+$292K
5
VRSK icon
Verisk Analytics
VRSK
+$280K

Top Sells

1
+$3.42M
2
+$891K
3
+$802K
4
FCX icon
Freeport-McMoran
FCX
+$277K
5
RGR icon
Sturm, Ruger & Co
RGR
+$276K

Sector Composition

1 Technology 8.66%
2 Industrials 6.62%
3 Energy 6.27%
4 Financials 6.12%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.91%
12,532
+35
27
$1.16M 0.89%
80,000
-10,000
28
$1.15M 0.89%
24,634
+537
29
$1.15M 0.89%
9,503
-172
30
$1.14M 0.88%
22,465
-2,250
31
$1.13M 0.87%
8,225
-149
32
$1.06M 0.82%
14,990
-385
33
$1.05M 0.81%
30,752
+2,280
34
$1.05M 0.81%
27,550
+1,950
35
$1.01M 0.78%
6,588
-457
36
$1M 0.77%
36,102
+1,815
37
$988K 0.76%
37,563
+6,217
38
$985K 0.76%
17,970
+1,150
39
$932K 0.72%
14,888
+625
40
$922K 0.71%
36,327
+3,251
41
$892K 0.69%
38,450
+5,475
42
$885K 0.68%
65,257
+6,907
43
$873K 0.67%
12,620
-128
44
$854K 0.66%
10,002
+3,420
45
$852K 0.66%
12,315
+260
46
$827K 0.64%
42,450
+400
47
$804K 0.62%
8,525
+2,315
48
$792K 0.61%
7,062
-20
49
$777K 0.6%
5,028
-690
50
$771K 0.59%
26,081
+2,377
1
2
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