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
$331M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$837K
3
+$420K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$366K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$299K

Top Sells

1
+$1.24M
2
+$750K
3
+$672K
4
DOW icon
Dow Inc
DOW
+$623K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$621K

Sector Composition

1 Technology 8.88%
2 Healthcare 7.82%
3 Industrials 5.01%
4 Financials 4.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.51%
12,176
-950
52
$1.64M 0.5%
11,770
-1,300
53
$1.62M 0.49%
10,060
+5,196
54
$1.61M 0.49%
40,080
-3,800
55
$1.58M 0.48%
33,851
-2,400
56
$1.56M 0.47%
21,321
+189
57
$1.55M 0.47%
60,370
-13,200
58
$1.52M 0.46%
25,208
-1,232
59
$1.47M 0.44%
42,600
-2,650
60
$1.44M 0.43%
31,000
61
$1.42M 0.43%
12,750
-550
62
$1.36M 0.41%
17,917
-750
63
$1.34M 0.4%
18,460
+970
64
$1.34M 0.4%
29,300
-250
65
$1.31M 0.4%
9,824
+174
66
$1.27M 0.38%
13,668
-2,050
67
$1.27M 0.38%
25,250
-2,450
68
$1.26M 0.38%
123,360
+3,480
69
$1.23M 0.37%
71,000
70
$1.22M 0.37%
21,000
-470
71
$1.21M 0.36%
54,763
-4,833
72
$1.2M 0.36%
34,888
-888
73
$1.18M 0.36%
48,150
+500
74
$1.16M 0.35%
32,400
-1,100
75
$1.15M 0.35%
33,874
1 2
3
4 5