CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$557K

Sector Composition

1 Technology 12.08%
2 Industrials 6.26%
3 Financials 6.11%
4 Healthcare 5.61%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 0.81%
37,842
27
$3.95M 0.81%
29,718
-1,590
28
$3.93M 0.81%
25,712
-1,209
29
$3.93M 0.81%
11,060
-14
30
$3.9M 0.8%
8,028
+120
31
$3.82M 0.78%
26,168
-850
32
$3.69M 0.76%
120,163
-4,100
33
$3.59M 0.74%
16,218
-200
34
$3.52M 0.72%
5,703
+1,810
35
$3.51M 0.72%
12,670
-56
36
$3.44M 0.71%
38,533
+1,490
37
$3.42M 0.7%
21,468
-1,570
38
$3.37M 0.69%
63,890
-550
39
$3.22M 0.66%
23,674
-808
40
$3.07M 0.63%
23,226
+244
41
$2.98M 0.61%
9,570
+70
42
$2.93M 0.6%
3,764
-460
43
$2.92M 0.6%
73,490
44
$2.88M 0.59%
124,100
-4,000
45
$2.78M 0.57%
17,616
-49,858
46
$2.62M 0.54%
86,850
-1,950
47
$2.55M 0.52%
57,542
48
$2.45M 0.5%
136,898
49
$2.43M 0.5%
6,630
-800
50
$2.42M 0.5%
10,380
+490
1
2
3 4 5