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
$532M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$868K
3
+$836K
4
PYPL icon
PayPal
PYPL
+$782K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$492K

Top Sells

1
+$401K
2
+$313K
3
+$290K
4
HD icon
Home Depot
HD
+$256K
5
MSFT icon
Microsoft
MSFT
+$203K

Sector Composition

1 Technology 9.14%
2 Healthcare 7.09%
3 Industrials 5.29%
4 Financials 5.17%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.32%
24,250
-100
77
$1.71M 0.32%
23,268
+100
78
$1.65M 0.31%
27,190
79
$1.57M 0.29%
23,486
+4,480
80
$1.56M 0.29%
23,860
+200
81
$1.53M 0.29%
17,892
+400
82
$1.53M 0.29%
28,650
-100
83
$1.53M 0.29%
31,398
+250
84
$1.51M 0.28%
67,646
85
$1.5M 0.28%
6,690
86
$1.49M 0.28%
14,500
-300
87
$1.48M 0.28%
82,100
+11,100
88
$1.48M 0.28%
44,400
89
$1.47M 0.28%
39,974
+4,400
90
$1.41M 0.26%
7,106
91
$1.4M 0.26%
8,398
92
$1.39M 0.26%
17,820
93
$1.38M 0.26%
28,901
94
$1.35M 0.25%
31,150
95
$1.35M 0.25%
7,000
-100
96
$1.34M 0.25%
11,000
-400
97
$1.33M 0.25%
19,928
-100
98
$1.31M 0.25%
3,282
99
$1.3M 0.24%
6,780
+230
100
$1.29M 0.24%
5,592
-50
2 3
4
5 6