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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.4M
3
+$4.69M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.43M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.69%
2 Industrials 6.99%
3 Energy 6.77%
4 Financials 5.09%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.38%
+8,952
77
$459K 0.37%
+5,805
78
$431K 0.35%
+7,118
79
$421K 0.34%
+4,613
80
$420K 0.34%
+31,360
81
$419K 0.34%
+16,836
82
$417K 0.34%
+5,922
83
$416K 0.34%
+8,450
84
$409K 0.33%
+7,450
85
$401K 0.33%
+16,612
86
$391K 0.32%
+12,654
87
$386K 0.32%
+7,725
88
$379K 0.31%
+4,575
89
$378K 0.31%
+7,725
90
$376K 0.31%
+6,250
91
$373K 0.3%
+8,650
92
$359K 0.29%
+4,065
93
$357K 0.29%
+3,810
94
$343K 0.28%
+8,906
95
$333K 0.27%
+19,925
96
$328K 0.27%
+11,842
97
$324K 0.26%
+4,069
98
$306K 0.25%
+24,630
99
$300K 0.24%
+3,800
100
$290K 0.24%
+1,775
2 3
4
5 6