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
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$915K
3
+$331K
4
SLB icon
SLB Ltd
SLB
+$292K
5
VRSK icon
Verisk Analytics
VRSK
+$280K

Top Sells

1
+$3.42M
2
+$891K
3
+$802K
4
FCX icon
Freeport-McMoran
FCX
+$277K
5
RGR icon
Sturm, Ruger & Co
RGR
+$276K

Sector Composition

1 Technology 8.66%
2 Industrials 6.62%
3 Energy 6.27%
4 Financials 6.12%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.41%
20,120
+800
77
$533K 0.41%
4,472
78
$519K 0.4%
6,843
-100
79
$507K 0.39%
9,510
80
$493K 0.38%
5,210
+135
81
$490K 0.38%
6,125
+2,675
82
$476K 0.37%
5,910
+305
83
$471K 0.36%
8,265
+615
84
$450K 0.35%
16,836
85
$431K 0.33%
4,472
+1,120
86
$411K 0.32%
5,947
+450
87
$409K 0.31%
5,240
-525
88
$393K 0.3%
22,315
-2,285
89
$383K 0.29%
12,550
+3,200
90
$380K 0.29%
4,175
91
$377K 0.29%
11,151
92
$363K 0.28%
9,195
+1,570
93
$362K 0.28%
3,801
-80
94
$362K 0.28%
6,275
-1,075
95
$350K 0.27%
2,100
+350
96
$335K 0.26%
3,750
-100
97
$334K 0.26%
4,500
+350
98
$327K 0.25%
10,200
99
$324K 0.25%
6,675
+2,500
100
$323K 0.25%
7,150
+100
2 3
4
5 6