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
$381M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.03M
3
+$984K
4
DD
Du Pont De Nemours E I
DD
+$947K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$752K

Top Sells

1
+$2.02M
2
+$915K
3
+$639K
4
FDX icon
FedEx
FDX
+$564K
5
LOW icon
Lowe's Companies
LOW
+$460K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.53%
3 Industrials 6.14%
4 Financials 5.43%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$964K 0.25%
52,150
-300
102
$951K 0.25%
8,290
-150
103
$950K 0.25%
15,640
104
$947K 0.25%
+12,612
105
$874K 0.23%
6,625
-210
106
$870K 0.23%
5,014
-120
107
$868K 0.23%
22,150
+650
108
$865K 0.23%
19,084
+4,692
109
$857K 0.23%
29,930
110
$853K 0.22%
5,100
111
$830K 0.22%
16,350
+690
112
$829K 0.22%
14,794
-500
113
$822K 0.22%
7,490
-100
114
$821K 0.22%
16,800
-4,000
115
$809K 0.21%
16,951
-2,140
116
$788K 0.21%
3,230
-70
117
$767K 0.2%
4,640
-300
118
$758K 0.2%
4,100
-160
119
$757K 0.2%
7,500
-300
120
$757K 0.2%
13,296
+300
121
$752K 0.2%
7,630
+130
122
$742K 0.2%
14,800
+4,500
123
$742K 0.2%
17,623
-4,948
124
$737K 0.19%
14,150
125
$716K 0.19%
9,520
-1,250
3 4
5
6 7