CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$557K

Sector Composition

1 Technology 12.08%
2 Industrials 6.26%
3 Financials 6.11%
4 Healthcare 5.61%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.31%
13,834
77
$1.52M 0.31%
3,250
-110
78
$1.52M 0.31%
16,710
-136
79
$1.51M 0.31%
4,900
-421
80
$1.48M 0.3%
15,168
+490
81
$1.48M 0.3%
34,108
-2,276
82
$1.47M 0.3%
41,210
-50
83
$1.44M 0.3%
22,146
-1,250
84
$1.42M 0.29%
4,660
85
$1.35M 0.28%
28,512
+3,808
86
$1.34M 0.27%
24,620
-300
87
$1.32M 0.27%
5,344
-100
88
$1.28M 0.26%
52,795
-5,748
89
$1.24M 0.25%
20,780
90
$1.22M 0.25%
5,346
-290
91
$1.21M 0.25%
5,816
+900
92
$1.18M 0.24%
18,100
-1,400
93
$1.18M 0.24%
21,700
+1,700
94
$1.17M 0.24%
11,898
-710
95
$1.14M 0.23%
55,256
-5,970
96
$1.14M 0.23%
11,050
-1,700
97
$1.13M 0.23%
50,449
-7,460
98
$1.13M 0.23%
26,814
-350
99
$1.12M 0.23%
10,650
-2,050
100
$1.1M 0.23%
4,262
-50
2 3
4
5 6