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
$299M
AUM Growth
+$911K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$480K
3
+$454K
4
AMBA icon
Ambarella
AMBA
+$421K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$406K

Top Sells

1
+$473K
2
+$468K
3
+$454K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$438K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$430K

Sector Composition

1 Technology 7.61%
2 Healthcare 7.29%
3 Industrials 6.99%
4 Financials 5.97%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.57%
47,100
52
$1.67M 0.56%
22,941
-409
53
$1.67M 0.56%
32,860
-700
54
$1.64M 0.55%
58,100
+4,100
55
$1.64M 0.55%
75,600
-3,900
56
$1.63M 0.54%
44,451
-750
57
$1.62M 0.54%
40,100
58
$1.56M 0.52%
115,800
-1,800
59
$1.51M 0.51%
13,250
-130
60
$1.5M 0.5%
82,500
-1,500
61
$1.49M 0.5%
29,900
+200
62
$1.45M 0.49%
117,350
+1,850
63
$1.45M 0.49%
13,814
-400
64
$1.45M 0.48%
98,180
+350
65
$1.44M 0.48%
19,730
-500
66
$1.38M 0.46%
17,650
-200
67
$1.37M 0.46%
11,250
68
$1.36M 0.46%
25,200
69
$1.31M 0.44%
+16,460
70
$1.3M 0.44%
25,980
71
$1.27M 0.43%
14,318
+400
72
$1.24M 0.42%
24,550
-1,600
73
$1.22M 0.41%
5,200
-1,990
74
$1.22M 0.41%
35,550
+350
75
$1.22M 0.41%
19,672
-1,100
1 2
3
4 5