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
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$915K
3
+$331K
4
SLB icon
SLB Ltd
SLB
+$292K
5
VRSK icon
Verisk Analytics
VRSK
+$280K

Top Sells

1
+$3.42M
2
+$891K
3
+$802K
4
FCX icon
Freeport-McMoran
FCX
+$277K
5
RGR icon
Sturm, Ruger & Co
RGR
+$276K

Sector Composition

1 Technology 8.66%
2 Industrials 6.62%
3 Energy 6.27%
4 Financials 6.12%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$762K 0.59%
49,100
+4,600
52
$752K 0.58%
8,252
+450
53
$731K 0.56%
16,270
+1,320
54
$683K 0.53%
17,385
-1,400
55
$676K 0.52%
12,476
+471
56
$672K 0.52%
5,798
57
$642K 0.49%
8,175
-250
58
$635K 0.49%
7,635
-1,220
59
$632K 0.49%
8,998
+358
60
$628K 0.48%
36,450
+2,650
61
$621K 0.48%
9,486
+80
62
$621K 0.48%
24,110
-990
63
$618K 0.48%
6,565
+450
64
$617K 0.48%
44,760
+8,300
65
$613K 0.47%
14,025
+875
66
$607K 0.47%
6,015
+950
67
$592K 0.46%
9,850
+975
68
$580K 0.45%
14,605
+915
69
$576K 0.44%
5,490
+110
70
$572K 0.44%
20,271
+2,213
71
$561K 0.43%
12,451
+575
72
$557K 0.43%
18,727
+1,200
73
$553K 0.43%
5,905
-60
74
$552K 0.43%
7,000
-200
75
$536K 0.41%
9,077
+125
1 2
3
4 5