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
$331M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$837K
3
+$420K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$366K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$299K

Top Sells

1
+$1.24M
2
+$750K
3
+$672K
4
DOW icon
Dow Inc
DOW
+$623K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$621K

Sector Composition

1 Technology 8.88%
2 Healthcare 7.82%
3 Industrials 5.01%
4 Financials 4.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.34%
47,480
-3,340
77
$1.13M 0.34%
20,202
-492
78
$1.1M 0.33%
14,980
+50
79
$1.02M 0.31%
20,986
-320
80
$1M 0.3%
28,170
-550
81
$994K 0.3%
20,800
-1,150
82
$992K 0.3%
8,695
-617
83
$977K 0.3%
31,200
-950
84
$972K 0.29%
6,840
-650
85
$969K 0.29%
34,634
-1,032
86
$937K 0.28%
14,120
-3,100
87
$927K 0.28%
24,060
-250
88
$923K 0.28%
20,850
-650
89
$907K 0.27%
31,606
-1,600
90
$882K 0.27%
5,332
-510
91
$872K 0.26%
12,482
-300
92
$856K 0.26%
73,566
-1,500
93
$841K 0.25%
51,400
-4,500
94
$838K 0.25%
3,362
+262
95
$831K 0.25%
24,730
-2,650
96
$801K 0.24%
7,820
-230
97
$779K 0.24%
7,800
-380
98
$769K 0.23%
16,400
99
$765K 0.23%
13,160
+480
100
$762K 0.23%
14,204
-900
2 3
4
5 6