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
$166M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$570K
3
+$433K
4
BEAT
BioTelemetry, Inc.
BEAT
+$397K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$310K

Top Sells

1
+$469K
2
+$378K
3
+$287K
4
KR icon
Kroger
KR
+$260K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$254K

Sector Composition

1 Technology 7.85%
2 Industrials 7.53%
3 Healthcare 7.32%
4 Financials 6.35%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$455K 0.27%
13,237
+6,460
102
$441K 0.27%
7,350
103
$437K 0.26%
7,502
-95
104
$430K 0.26%
7,760
105
$423K 0.25%
10,900
-350
106
$417K 0.25%
7,976
107
$416K 0.25%
6,650
108
$412K 0.25%
7,450
109
$412K 0.25%
4,634
110
$403K 0.24%
2,175
111
$397K 0.24%
+11,865
112
$394K 0.24%
8,678
+200
113
$384K 0.23%
3,105
114
$381K 0.23%
2,675
115
$381K 0.23%
7,288
+300
116
$376K 0.23%
1,900
+15
117
$370K 0.22%
8,250
+475
118
$369K 0.22%
3,450
-175
119
$367K 0.22%
7,900
-20
120
$366K 0.22%
4,926
-50
121
$362K 0.22%
5,830
-450
122
$358K 0.22%
18,775
+3,850
123
$351K 0.21%
6,304
124
$348K 0.21%
7,520
+220
125
$348K 0.21%
13,017
+4,850
3 4
5
6 7