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
$418M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.15M
3
+$1.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$944K

Top Sells

1
+$937K
2
+$459K
3
+$370K
4
MSFT icon
Microsoft
MSFT
+$328K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$315K

Sector Composition

1 Technology 9.97%
2 Healthcare 7.61%
3 Consumer Discretionary 5.13%
4 Industrials 4.72%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.32%
5,342
77
$1.34M 0.32%
28,720
+650
78
$1.33M 0.32%
20,056
-1,000
79
$1.32M 0.31%
67,646
80
$1.3M 0.31%
6,740
81
$1.29M 0.31%
33,000
+600
82
$1.28M 0.31%
71,000
83
$1.26M 0.3%
17,470
+60
84
$1.25M 0.3%
20,738
+536
85
$1.24M 0.3%
45,800
-1,150
86
$1.24M 0.3%
31,200
87
$1.24M 0.3%
25,660
88
$1.23M 0.29%
5,582
-50
89
$1.16M 0.28%
7,570
90
$1.14M 0.27%
23,050
+300
91
$1.13M 0.27%
24,730
+420
92
$1.12M 0.27%
18,236
93
$1.11M 0.27%
18,596
+2,250
94
$1.05M 0.25%
7,350
-100
95
$1.05M 0.25%
13,570
-200
96
$1.04M 0.25%
7,774
-598
97
$1.02M 0.24%
3,282
98
$995K 0.24%
16,474
+950
99
$971K 0.23%
5,085
-113
100
$966K 0.23%
13,800
2 3
4
5 6