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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.03%
210,950
-9,750
27
$4.29M 1.02%
41,250
28
$4.17M 0.99%
80,560
29
$4.13M 0.99%
133,600
-4,180
30
$3.94M 0.94%
46,482
-2,400
31
$3.75M 0.9%
177,358
-31,050
32
$3.53M 0.84%
7,520
-526
33
$3.52M 0.84%
10,324
-104
34
$3.47M 0.83%
23,870
-328
35
$3.35M 0.8%
22,048
-100
36
$3.27M 0.78%
58,594
37
$3.11M 0.74%
13,520
+370
38
$2.96M 0.71%
25,636
-950
39
$2.92M 0.7%
26,806
-860
40
$2.73M 0.65%
27,940
-4,000
41
$2.7M 0.64%
37,211
-200
42
$2.63M 0.63%
11,076
-220
43
$2.55M 0.61%
45,498
-3,050
44
$2.5M 0.6%
25,480
-420
45
$2.48M 0.59%
74,010
-2,420
46
$2.38M 0.57%
71,051
-1,164
47
$2.33M 0.56%
7,508
-150
48
$2.28M 0.54%
10,080
-180
49
$2.26M 0.54%
91,600
50
$2.25M 0.54%
30,282
-750
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2
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