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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.4M
3
+$4.69M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.43M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.69%
2 Industrials 6.99%
3 Energy 6.77%
4 Financials 5.09%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.23%
+9,100
102
$286K 0.23%
+4,775
103
$286K 0.23%
+8,637
104
$278K 0.23%
+2,250
105
$276K 0.23%
+7,025
106
$265K 0.22%
+2,910
107
$264K 0.22%
+3,527
108
$262K 0.21%
+3,856
109
$257K 0.21%
+3,140
110
$256K 0.21%
+2,300
111
$256K 0.21%
+3,600
112
$250K 0.2%
+6,108
113
$249K 0.2%
+3,620
114
$248K 0.2%
+2,500
115
$233K 0.19%
+2,042
116
$224K 0.18%
+3,903
117
$223K 0.18%
+10,200
118
$222K 0.18%
+4,402
119
$220K 0.18%
+2,852
120
$213K 0.17%
+1,140
121
$208K 0.17%
+3,700
122
$205K 0.17%
+4,125
123
$204K 0.17%
+2,418
124
$203K 0.17%
+2,490
125
$203K 0.17%
+4,175
2 3 4
5
6