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
$402M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$427K
3
+$401K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$190K
5
SBUX icon
Starbucks
SBUX
+$145K

Top Sells

1
+$1.16M
2
+$515K
3
+$466K
4
EL icon
Estee Lauder
EL
+$463K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$438K

Sector Composition

1 Technology 8.94%
2 Healthcare 7.82%
3 Consumer Staples 5.1%
4 Industrials 4.7%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.32%
44,022
+254
77
$1.27M 0.32%
28,001
-500
78
$1.27M 0.32%
58,914
79
$1.26M 0.31%
28,950
+230
80
$1.26M 0.31%
14,334
81
$1.25M 0.31%
27,400
82
$1.24M 0.31%
5,392
-60
83
$1.24M 0.31%
20,880
+780
84
$1.22M 0.3%
27,800
+1,000
85
$1.21M 0.3%
25,776
86
$1.21M 0.3%
47,900
87
$1.18M 0.29%
13,024
+64
88
$1.18M 0.29%
5,196
-100
89
$1.15M 0.29%
57,530
90
$1.09M 0.27%
3,047
+326
91
$1.06M 0.26%
15,048
-50
92
$1.04M 0.26%
4,523
-118
93
$1.02M 0.25%
54,400
94
$1.01M 0.25%
13,184
-200
95
$989K 0.25%
11,732
+1,724
96
$978K 0.24%
23,660
97
$956K 0.24%
5,290
98
$931K 0.23%
26,168
+250
99
$924K 0.23%
17,470
100
$912K 0.23%
13,300
2 3
4
5 6