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
$418M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.15M
3
+$1.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$944K

Top Sells

1
+$937K
2
+$459K
3
+$370K
4
MSFT icon
Microsoft
MSFT
+$328K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$315K

Sector Composition

1 Technology 9.97%
2 Healthcare 7.61%
3 Consumer Discretionary 5.13%
4 Industrials 4.72%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.54%
61,022
52
$2.19M 0.52%
21,430
+280
53
$2.15M 0.52%
62,776
-772
54
$2.11M 0.51%
12,780
55
$2.08M 0.5%
35,668
+910
56
$2.05M 0.49%
17,060
57
$2.05M 0.49%
11,070
-150
58
$2M 0.48%
12,718
-550
59
$1.93M 0.46%
33,534
+8,100
60
$1.88M 0.45%
30,250
+150
61
$1.84M 0.44%
23,259
+786
62
$1.8M 0.43%
97,530
+62,130
63
$1.7M 0.41%
15,780
+250
64
$1.68M 0.4%
11,366
-50
65
$1.67M 0.4%
20,650
-550
66
$1.67M 0.4%
24,008
-600
67
$1.65M 0.39%
10,024
+200
68
$1.62M 0.39%
31,650
+300
69
$1.58M 0.38%
32,301
-750
70
$1.58M 0.38%
43,950
+1,200
71
$1.53M 0.37%
13,250
+500
72
$1.5M 0.36%
17,063
-304
73
$1.4M 0.34%
65,056
+6,586
74
$1.39M 0.33%
37,874
+4,500
75
$1.38M 0.33%
24,550
+1,600
1 2
3
4 5