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
$367M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$600K
3
+$480K
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
LOW icon
Lowe's Companies
LOW
+$460K

Top Sells

1
+$618K
2
+$581K
3
+$521K
4
TTD icon
Trade Desk
TTD
+$473K
5
DNB
Dun & Bradstreet
DNB
+$414K

Sector Composition

1 Technology 8.8%
2 Healthcare 7.86%
3 Industrials 6.29%
4 Consumer Discretionary 5.11%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.99%
55,802
-1,250
27
$3.61M 0.98%
29,463
+901
28
$3.61M 0.98%
138,650
-1,650
29
$3.38M 0.92%
63,434
+150
30
$3.28M 0.89%
40,424
+750
31
$3.28M 0.89%
40,979
+857
32
$3.2M 0.87%
15,928
33
$3.2M 0.87%
65,974
34
$3.16M 0.86%
53,491
+2,299
35
$2.98M 0.81%
26,809
+1,569
36
$2.79M 0.76%
73,570
-30
37
$2.75M 0.75%
15,300
38
$2.72M 0.74%
67,542
+4,200
39
$2.7M 0.74%
102,560
+2,380
40
$2.63M 0.72%
13,712
-66
41
$2.61M 0.71%
25,118
-896
42
$2.6M 0.71%
25,636
-152
43
$2.44M 0.66%
94,000
-3,800
44
$2.37M 0.64%
15,200
-350
45
$2.29M 0.62%
70,930
-1,460
46
$2.27M 0.62%
82,400
+13,700
47
$2.18M 0.59%
17,250
+250
48
$2.11M 0.58%
43,850
+300
49
$2.09M 0.57%
89,100
+3,550
50
$2.07M 0.56%
27,700
-300
1
2
3 4 5