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
$381M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.03M
3
+$984K
4
DD
Du Pont De Nemours E I
DD
+$947K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$752K

Top Sells

1
+$2.02M
2
+$915K
3
+$639K
4
FDX icon
FedEx
FDX
+$564K
5
LOW icon
Lowe's Companies
LOW
+$460K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.53%
3 Industrials 6.14%
4 Financials 5.43%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.36%
32,276
+520
77
$1.34M 0.35%
18,467
-480
78
$1.31M 0.34%
37,574
-750
79
$1.27M 0.33%
57,100
80
$1.26M 0.33%
71,000
81
$1.22M 0.32%
75,066
-1,650
82
$1.21M 0.32%
5,842
-314
83
$1.21M 0.32%
16,870
+350
84
$1.21M 0.32%
63,278
-6,000
85
$1.17M 0.31%
32,970
86
$1.14M 0.3%
7,540
87
$1.12M 0.29%
12,782
+250
88
$1.11M 0.29%
20,200
+100
89
$1.1M 0.29%
27,670
-550
90
$1.1M 0.29%
16,270
+650
91
$1.09M 0.29%
21,706
-1,700
92
$1.06M 0.28%
21,930
-1,700
93
$1.05M 0.28%
26,300
-750
94
$1.05M 0.27%
12,950
-150
95
$1.05M 0.27%
20,550
+1,170
96
$1.02M 0.27%
21,246
-400
97
$1.01M 0.26%
25,100
98
$971K 0.26%
14,542
-950
99
$969K 0.25%
23,290
-20
100
$965K 0.25%
2,650
2 3
4
5 6