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
$532M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$868K
3
+$836K
4
PYPL icon
PayPal
PYPL
+$782K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$492K

Top Sells

1
+$401K
2
+$313K
3
+$290K
4
HD icon
Home Depot
HD
+$256K
5
MSFT icon
Microsoft
MSFT
+$203K

Sector Composition

1 Technology 9.14%
2 Healthcare 7.09%
3 Industrials 5.29%
4 Financials 5.17%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 0.92%
29,866
-50
27
$4.86M 0.91%
147,850
+3,950
28
$4.7M 0.88%
31,181
+140
29
$4.51M 0.85%
85,124
-50
30
$4.41M 0.83%
60,472
31
$4.4M 0.83%
25,052
32
$4.18M 0.79%
74,516
+850
33
$4.04M 0.76%
81,474
+3,300
34
$4.03M 0.76%
232,380
+10,980
35
$4M 0.75%
26,972
-100
36
$3.93M 0.74%
66,350
-2,450
37
$3.93M 0.74%
13,550
-50
38
$3.9M 0.73%
57,922
+1,040
39
$3.9M 0.73%
154,770
+1,950
40
$3.81M 0.71%
24,462
-100
41
$3.73M 0.7%
32,192
-744
42
$3.49M 0.66%
101,370
-600
43
$3.48M 0.65%
55,110
+450
44
$3.47M 0.65%
12,490
-170
45
$3.25M 0.61%
10,194
-804
46
$3.24M 0.61%
41,072
47
$3.1M 0.58%
10,630
-50
48
$3.07M 0.58%
22,768
49
$3.05M 0.57%
29,800
-880
50
$2.95M 0.55%
34,554
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