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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.35%
12,400
-1,350
77
$1.44M 0.34%
15,380
+200
78
$1.39M 0.33%
11,984
-200
79
$1.37M 0.33%
3,097
+150
80
$1.35M 0.32%
21,136
81
$1.34M 0.32%
26,450
+200
82
$1.28M 0.3%
12,650
-50
83
$1.27M 0.3%
5,090
84
$1.27M 0.3%
14,034
-100
85
$1.22M 0.29%
20,860
-400
86
$1.22M 0.29%
12,280
+206
87
$1.2M 0.29%
6,386
-450
88
$1.18M 0.28%
25,000
89
$1.16M 0.28%
23,268
-250
90
$1.14M 0.27%
14,700
91
$1.12M 0.27%
14,548
-400
92
$1.12M 0.27%
9,806
93
$1.12M 0.27%
28,260
+200
94
$1.11M 0.27%
55,230
95
$1.11M 0.26%
5,050
96
$1.09M 0.26%
27,101
-600
97
$1.07M 0.25%
15,270
98
$1.06M 0.25%
41,750
99
$1.04M 0.25%
53,000
100
$1.01M 0.24%
4,860
2 3
4
5 6