CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$520M
1-Year Est. Return
12.88%
1 Year Est. Return
+12.88%
AUM
$487M
AUM Growth
+$13M
(+2.7%)
Holding
208
Top Buys
| 1 | +$1.12M | |
| 2 | +$848K | |
| 3 | +$706K | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$583K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$566K |
Top Sells
| 1 | +$7.88M | |
| 2 | +$712K | |
| 3 | +$679K | |
| 4 |
UnitedHealth
UNH
|
+$610K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$557K |
Sector Composition
| 1 | Technology | 12.08% |
| 2 | Industrials | 6.26% |
| 3 | Financials | 6.11% |
| 4 | Healthcare | 5.61% |
| 5 | Consumer Discretionary | 5.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$682B
| $2.41M | 0.5% |
11,036
+800
|
|
||
52
Amplify Cybersecurity ETF
HACK
$2.34B
| $2.41M | 0.49% |
27,900
+340
|
|
||
53
Autodesk
ADSK
$63.3B
| $2.39M | 0.49% |
7,720
+100
|
|
||
54
iShares Core S&P 500 ETF
IVV
$666B
| $2.37M | 0.49% |
3,812
-650
|
|
||
55
Vanguard Extended Market ETF
VXF
$24.2B
| $2.29M | 0.47% |
11,870
|
|
||
56
AeroVironment
AVAV
$16.5B
| $2.21M | 0.45% |
7,770
-440
|
|
||
57
Sysco
SYY
$36B
| $2.2M | 0.45% |
29,044
-1,150
|
|
||
58
Walt Disney
DIS
$199B
| $2.16M | 0.44% |
17,446
-520
|
|
||
59
AbbVie
ABBV
$387B
| $2.08M | 0.43% |
11,217
-1,715
|
|
||
60
iShares Global 100 ETF
IOO
$7.55B
| $2.04M | 0.42% |
18,880
-800
|
|
||
61
Sprouts Farmers Market
SFM
$7.67B
| $2M | 0.41% |
12,130
-1,610
|
|
||
62
Chevron
CVX
$310B
| $1.93M | 0.4% |
13,510
-2,602
|
|
||
63
NextEra Energy
NEE
$175B
| $1.91M | 0.39% |
27,548
+656
|
|
||
64
Merck
MRK
$214B
| $1.87M | 0.38% |
23,612
-2,339
|
|
||
65
Invesco Water Resources ETF
PHO
$2.24B
| $1.87M | 0.38% |
26,700
|
|
||
66
Zoetis
ZTS
$53B
| $1.81M | 0.37% |
11,610
-240
|
|
||
67
US Bancorp
USB
$73.6B
| $1.81M | 0.37% |
39,982
+222
|
|
||
68
Coca-Cola
KO
$303B
| $1.78M | 0.37% |
25,196
-1,551
|
|
||
69
Phillips 66
PSX
$55.6B
| $1.74M | 0.36% |
14,554
+50
|
|
||
70
Weyerhaeuser
WY
$16.6B
| $1.63M | 0.34% |
63,580
-1,190
|
|
||
71
Palantir
PLTR
$424B
| $1.61M | 0.33% |
11,840
-350
|
|
||
72
Alphabet (Google) Class A
GOOGL
$3.36T
| $1.59M | 0.33% |
9,048
+1,456
|
|
||
73
McDonald's
MCD
$213B
| $1.56M | 0.32% |
5,344
+218
|
|
||
74
Broadcom
AVGO
$1.65T
| $1.56M | 0.32% |
5,650
-540
|
|
||
75
Carrier Global
CARR
$48.4B
| $1.56M | 0.32% |
21,248
-2,650
|
|