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
$381M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.03M
3
+$984K
4
DD
Du Pont De Nemours E I
DD
+$947K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$752K

Top Sells

1
+$2.02M
2
+$915K
3
+$639K
4
FDX icon
FedEx
FDX
+$564K
5
LOW icon
Lowe's Companies
LOW
+$460K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.53%
3 Industrials 6.14%
4 Financials 5.43%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.55%
29,650
-860
52
$2.07M 0.54%
56,290
+2,800
53
$2.04M 0.54%
31,200
-600
54
$1.99M 0.52%
36,456
+11,616
55
$1.94M 0.51%
16,800
-450
56
$1.85M 0.49%
12,650
-810
57
$1.85M 0.49%
35,666
-3,000
58
$1.72M 0.45%
14,900
-100
59
$1.71M 0.45%
9,794
-510
60
$1.68M 0.44%
21,038
+1,964
61
$1.62M 0.43%
45,180
+14,300
62
$1.61M 0.42%
14,930
+300
63
$1.58M 0.42%
49,550
+2,250
64
$1.57M 0.41%
10,831
-96
65
$1.56M 0.41%
32,906
+1,000
66
$1.52M 0.4%
40,020
+5,870
67
$1.47M 0.39%
36,251
68
$1.46M 0.38%
33,500
+2,050
69
$1.45M 0.38%
13,126
-150
70
$1.45M 0.38%
57,340
-2,454
71
$1.42M 0.37%
15,154
+2,750
72
$1.42M 0.37%
35,628
+7,800
73
$1.41M 0.37%
27,600
-800
74
$1.4M 0.37%
119,820
+6,240
75
$1.38M 0.36%
15,918
+1,400
1 2
3
4 5