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
$381M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.03M
3
+$984K
4
DD
Du Pont De Nemours E I
DD
+$947K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$752K

Top Sells

1
+$2.02M
2
+$915K
3
+$639K
4
FDX icon
FedEx
FDX
+$564K
5
LOW icon
Lowe's Companies
LOW
+$460K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.53%
3 Industrials 6.14%
4 Financials 5.43%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.96%
55,702
-100
27
$3.54M 0.93%
73,944
-660
28
$3.37M 0.89%
61,022
29
$3.31M 0.87%
15,538
-390
30
$3.3M 0.87%
62,404
-1,030
31
$3.3M 0.87%
39,198
-1,781
32
$3.29M 0.87%
40,186
-238
33
$3.25M 0.85%
123,950
-14,700
34
$3.23M 0.85%
65,974
35
$3.04M 0.8%
114,700
+20,700
36
$2.87M 0.75%
25,664
+28
37
$2.87M 0.75%
26,168
+1,050
38
$2.82M 0.74%
73,570
39
$2.8M 0.74%
15,050
-250
40
$2.78M 0.73%
13,374
-338
41
$2.77M 0.73%
105,140
+2,580
42
$2.75M 0.72%
66,795
-747
43
$2.73M 0.72%
47,836
-5,655
44
$2.7M 0.71%
95,840
+13,440
45
$2.37M 0.62%
45,150
+1,300
46
$2.36M 0.62%
93,350
+4,250
47
$2.32M 0.61%
14,250
-950
48
$2.26M 0.59%
69,180
-1,750
49
$2.16M 0.57%
17,360
+3,230
50
$2.1M 0.55%
27,850
+150
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2
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