CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
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
$2.41M 0.5%
11,036
+800
52
$2.41M 0.49%
27,900
+340
53
$2.39M 0.49%
7,720
+100
54
$2.37M 0.49%
3,812
-650
55
$2.29M 0.47%
11,870
56
$2.21M 0.45%
7,770
-440
57
$2.2M 0.45%
29,044
-1,150
58
$2.16M 0.44%
17,446
-520
59
$2.08M 0.43%
11,217
-1,715
60
$2.04M 0.42%
18,880
-800
61
$2M 0.41%
12,130
-1,610
62
$1.93M 0.4%
13,510
-2,602
63
$1.91M 0.39%
27,548
+656
64
$1.87M 0.38%
23,612
-2,339
65
$1.87M 0.38%
26,700
66
$1.81M 0.37%
11,610
-240
67
$1.81M 0.37%
39,982
+222
68
$1.78M 0.37%
25,196
-1,551
69
$1.74M 0.36%
14,554
+50
70
$1.63M 0.34%
63,580
-1,190
71
$1.61M 0.33%
11,840
-350
72
$1.59M 0.33%
9,048
+1,456
73
$1.56M 0.32%
5,344
+218
74
$1.56M 0.32%
5,650
-540
75
$1.56M 0.32%
21,248
-2,650
1 2
3
4 5