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
$292M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.44M
3
+$5.67M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.39M

Top Sells

1
+$565K
2
+$356K
3
+$259K
4
KMI icon
Kinder Morgan
KMI
+$257K
5
JWN
Nordstrom
JWN
+$215K

Sector Composition

1 Technology 7.83%
2 Healthcare 7.16%
3 Industrials 6.97%
4 Financials 6.16%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$832K 0.28%
102,828
+53,814
102
$794K 0.27%
10,154
+6,457
103
$791K 0.27%
16,580
+8,015
104
$769K 0.26%
5,843
+2,660
105
$752K 0.26%
14,100
+7,050
106
$736K 0.25%
17,600
+8,800
107
$722K 0.25%
17,370
+8,685
108
$721K 0.25%
9,800
+3,775
109
$683K 0.23%
22,800
+9,750
110
$679K 0.23%
6,500
+3,025
111
$679K 0.23%
15,200
+7,800
112
$670K 0.23%
14,900
+7,450
113
$666K 0.23%
7,300
+3,650
114
$656K 0.22%
27,306
+13,542
115
$641K 0.22%
5,450
+2,525
116
$639K 0.22%
28,100
+14,050
117
$630K 0.22%
+16,200
118
$621K 0.21%
14,450
+8,400
119
$617K 0.21%
14,250
+7,025
120
$615K 0.21%
16,152
+8,076
121
$613K 0.21%
18,530
+9,365
122
$596K 0.2%
17,472
+8,611
123
$590K 0.2%
17,990
+9,059
124
$588K 0.2%
4,070
+1,619
125
$563K 0.19%
7,254
+3,588
3 4
5
6 7