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
$532M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$868K
3
+$836K
4
PYPL icon
PayPal
PYPL
+$782K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$492K

Top Sells

1
+$401K
2
+$313K
3
+$290K
4
HD icon
Home Depot
HD
+$256K
5
MSFT icon
Microsoft
MSFT
+$203K

Sector Composition

1 Technology 9.14%
2 Healthcare 7.09%
3 Industrials 5.29%
4 Financials 5.17%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.55%
34,836
-200
52
$2.89M 0.54%
23,220
+1,230
53
$2.85M 0.54%
12,200
+300
54
$2.84M 0.53%
49,818
+1,050
55
$2.69M 0.51%
11,118
-400
56
$2.65M 0.5%
46,426
+900
57
$2.64M 0.5%
67,487
+800
58
$2.64M 0.5%
47,068
-72
59
$2.54M 0.48%
32,682
+100
60
$2.47M 0.46%
+9,646
61
$2.39M 0.45%
10,416
-200
62
$2.37M 0.45%
12,720
63
$2.36M 0.44%
22,200
+4,100
64
$2.19M 0.41%
18,840
65
$2.18M 0.41%
9,934
-50
66
$2.16M 0.41%
32,350
+50
67
$2.13M 0.4%
27,364
-504
68
$2.1M 0.39%
13,860
-170
69
$2.05M 0.39%
19,590
+400
70
$2.03M 0.38%
11,610
+240
71
$1.94M 0.37%
17,263
+100
72
$1.83M 0.34%
15,250
-350
73
$1.76M 0.33%
32,516
+4,066
74
$1.76M 0.33%
33,700
+1,000
75
$1.73M 0.33%
13,380
-150
1 2
3
4 5