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
$367M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$600K
3
+$480K
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
LOW icon
Lowe's Companies
LOW
+$460K

Top Sells

1
+$618K
2
+$581K
3
+$521K
4
TTD icon
Trade Desk
TTD
+$473K
5
DNB
Dun & Bradstreet
DNB
+$414K

Sector Composition

1 Technology 8.8%
2 Healthcare 7.86%
3 Industrials 6.29%
4 Consumer Discretionary 5.11%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.55%
30,510
-250
52
$2.02M 0.55%
18,822
-145
53
$1.96M 0.53%
31,800
+100
54
$1.96M 0.53%
53,490
-15,900
55
$1.9M 0.52%
10,927
+515
56
$1.79M 0.49%
13,460
+30
57
$1.75M 0.48%
15,000
+30
58
$1.74M 0.47%
14,130
+348
59
$1.72M 0.47%
13,276
-850
60
$1.64M 0.45%
10,304
+652
61
$1.62M 0.44%
36,251
62
$1.54M 0.42%
31,906
-274
63
$1.53M 0.42%
18,947
+1,615
64
$1.51M 0.41%
19,074
-83
65
$1.49M 0.4%
69,278
-1,200
66
$1.48M 0.4%
23,630
-350
67
$1.48M 0.4%
47,300
-900
68
$1.48M 0.4%
38,666
-600
69
$1.48M 0.4%
15,492
-300
70
$1.44M 0.39%
14,630
+70
71
$1.42M 0.39%
59,794
-5,418
72
$1.37M 0.37%
28,400
-200
73
$1.34M 0.36%
24,840
+3,150
74
$1.31M 0.36%
38,324
-1,450
75
$1.29M 0.35%
34,150
+15,850
1 2
3
4 5