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
$331M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$837K
3
+$420K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$366K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$299K

Top Sells

1
+$1.24M
2
+$750K
3
+$672K
4
DOW icon
Dow Inc
DOW
+$623K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$621K

Sector Composition

1 Technology 8.88%
2 Healthcare 7.82%
3 Industrials 5.01%
4 Financials 4.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$757K 0.23%
15,524
-116
102
$751K 0.23%
21,406
+200
103
$740K 0.22%
14,800
104
$731K 0.22%
7,490
105
$730K 0.22%
13,700
-1,600
106
$706K 0.21%
12,200
-750
107
$692K 0.21%
32,990
108
$674K 0.2%
15,100
-1,200
109
$673K 0.2%
19,650
-1,550
110
$672K 0.2%
5,480
+190
111
$671K 0.2%
5,100
112
$661K 0.2%
12,520
113
$650K 0.2%
13,350
-800
114
$643K 0.19%
67,646
+4,368
115
$640K 0.19%
15,402
116
$637K 0.19%
3,900
-50
117
$630K 0.19%
20,040
-2,950
118
$611K 0.18%
4,470
-50
119
$610K 0.18%
25,100
-750
120
$604K 0.18%
2,694
+111
121
$598K 0.18%
4,240
+354
122
$597K 0.18%
9,500
-20
123
$596K 0.18%
27,280
-2,600
124
$593K 0.18%
5,000
-300
125
$592K 0.18%
12,246
-1,750
3 4
5
6 7