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
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$915K
3
+$331K
4
SLB icon
SLB Ltd
SLB
+$292K
5
VRSK icon
Verisk Analytics
VRSK
+$280K

Top Sells

1
+$3.42M
2
+$891K
3
+$802K
4
FCX icon
Freeport-McMoran
FCX
+$277K
5
RGR icon
Sturm, Ruger & Co
RGR
+$276K

Sector Composition

1 Technology 8.66%
2 Industrials 6.62%
3 Energy 6.27%
4 Financials 6.12%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.24%
3,050
+100
102
$302K 0.23%
6,625
-975
103
$302K 0.23%
2,500
104
$301K 0.23%
2,610
-300
105
$291K 0.22%
8,460
-7,125
106
$288K 0.22%
4,425
+925
107
$286K 0.22%
6,368
+360
108
$282K 0.22%
3,470
109
$280K 0.22%
+4,375
110
$278K 0.21%
10,336
-817
111
$276K 0.21%
+17,500
112
$275K 0.21%
1,430
113
$269K 0.21%
2,615
-595
114
$265K 0.2%
32,424
-1,266
115
$263K 0.2%
3,425
-25
116
$261K 0.2%
3,135
-550
117
$261K 0.2%
6,175
+425
118
$260K 0.2%
1,914
119
$258K 0.2%
2,805
120
$255K 0.2%
3,700
121
$249K 0.19%
+3,540
122
$239K 0.18%
7,575
-950
123
$235K 0.18%
3,805
124
$235K 0.18%
+3,400
125
$231K 0.18%
17,450
2 3 4
5
6