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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.53%
14,206
-540
52
$2.21M 0.53%
95,900
-1,500
53
$2.21M 0.53%
24,710
-500
54
$2.2M 0.52%
59,973
-220
55
$2.1M 0.5%
16,678
-550
56
$2M 0.48%
9,760
+200
57
$1.99M 0.48%
9,604
58
$1.99M 0.47%
11,540
59
$1.95M 0.46%
13,178
-150
60
$1.9M 0.45%
12,770
61
$1.89M 0.45%
28,870
-830
62
$1.88M 0.45%
45,222
+252
63
$1.88M 0.45%
27,136
+750
64
$1.75M 0.42%
21,596
65
$1.71M 0.41%
23,090
-730
66
$1.68M 0.4%
27,958
-1,000
67
$1.64M 0.39%
44,026
-242
68
$1.61M 0.38%
27,350
-200
69
$1.59M 0.38%
16,622
-54
70
$1.58M 0.38%
47,820
+500
71
$1.56M 0.37%
11,565
-250
72
$1.55M 0.37%
20,380
-500
73
$1.54M 0.37%
5,150
-200
74
$1.52M 0.36%
27,000
75
$1.5M 0.36%
11,344
-350
1 2
3
4 5