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
$331M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$837K
3
+$420K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$366K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$299K

Top Sells

1
+$1.24M
2
+$750K
3
+$672K
4
DOW icon
Dow Inc
DOW
+$623K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$621K

Sector Composition

1 Technology 8.88%
2 Healthcare 7.82%
3 Industrials 5.01%
4 Financials 4.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.9%
103,940
+10,400
27
$2.98M 0.9%
37,826
-1,032
28
$2.88M 0.87%
73,340
-2,336
29
$2.82M 0.85%
58,892
-3,032
30
$2.68M 0.81%
14,656
-40
31
$2.61M 0.79%
68,640
-3,626
32
$2.55M 0.77%
47,542
+458
33
$2.55M 0.77%
23,198
-2,110
34
$2.53M 0.76%
26,209
-670
35
$2.51M 0.76%
78,930
-1,440
36
$2.45M 0.74%
45,802
-9,200
37
$2.45M 0.74%
61,022
38
$2.42M 0.73%
116,850
+550
39
$2.35M 0.71%
12,576
-340
40
$2.29M 0.69%
38,530
-1,939
41
$2.29M 0.69%
107,930
+17,300
42
$2.23M 0.67%
24,798
-766
43
$2.17M 0.66%
14,450
-150
44
$2.15M 0.65%
13,800
-450
45
$2.06M 0.62%
66,363
-1,739
46
$2M 0.6%
85,150
-7,200
47
$1.99M 0.6%
33,508
-2,620
48
$1.9M 0.57%
112,190
-5,640
49
$1.86M 0.56%
89,570
+5,850
50
$1.72M 0.52%
17,060
-150
1
2
3 4 5