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
$402M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$427K
3
+$401K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$190K
5
SBUX icon
Starbucks
SBUX
+$145K

Top Sells

1
+$1.16M
2
+$515K
3
+$466K
4
EL icon
Estee Lauder
EL
+$463K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$438K

Sector Composition

1 Technology 8.94%
2 Healthcare 7.82%
3 Consumer Staples 5.1%
4 Industrials 4.7%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.54%
50,500
-200
52
$2.17M 0.54%
30,632
-500
53
$2.04M 0.51%
15,165
-24
54
$2.03M 0.5%
78,787
+570
55
$2.02M 0.5%
13,576
-294
56
$1.99M 0.49%
11,176
-104
57
$1.94M 0.48%
24,788
-2
58
$1.92M 0.48%
17,168
-252
59
$1.88M 0.47%
13,698
-102
60
$1.88M 0.47%
10,060
-150
61
$1.86M 0.46%
40,374
62
$1.82M 0.45%
45,220
+350
63
$1.81M 0.45%
10,640
-150
64
$1.78M 0.44%
46,996
+178
65
$1.74M 0.43%
9,896
66
$1.71M 0.43%
11,540
-100
67
$1.65M 0.41%
23,208
+1,700
68
$1.62M 0.4%
12,770
+250
69
$1.61M 0.4%
3,190
-42
70
$1.59M 0.4%
9,554
+30
71
$1.58M 0.39%
27,850
-700
72
$1.55M 0.39%
27,680
-800
73
$1.41M 0.35%
21,846
+300
74
$1.37M 0.34%
16,976
75
$1.36M 0.34%
82,100
1 2
3
4 5