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
$532M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$868K
3
+$836K
4
PYPL icon
PayPal
PYPL
+$782K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$492K

Top Sells

1
+$401K
2
+$313K
3
+$290K
4
HD icon
Home Depot
HD
+$256K
5
MSFT icon
Microsoft
MSFT
+$203K

Sector Composition

1 Technology 9.14%
2 Healthcare 7.09%
3 Industrials 5.29%
4 Financials 5.17%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.24%
5,256
102
$1.27M 0.24%
5,338
-4
103
$1.25M 0.24%
54,700
+400
104
$1.25M 0.23%
57,276
-461
105
$1.19M 0.22%
14,608
+450
106
$1.17M 0.22%
12,980
+940
107
$1.17M 0.22%
15,500
-900
108
$1.16M 0.22%
11,370
109
$1.13M 0.21%
19,304
+200
110
$1.1M 0.21%
20,790
+100
111
$1.08M 0.2%
20,100
112
$1.02M 0.19%
9,150
113
$1M 0.19%
17,440
114
$994K 0.19%
72,416
-1,150
115
$990K 0.19%
12,800
+100
116
$988K 0.19%
3,350
-100
117
$933K 0.18%
5,800
-200
118
$905K 0.17%
7,400
+150
119
$893K 0.17%
4,496
-156
120
$888K 0.17%
21,528
-450
121
$873K 0.16%
4,450
122
$871K 0.16%
5,581
123
$870K 0.16%
39,000
+9,650
124
$868K 0.16%
+13,700
125
$854K 0.16%
8,240
-400
3 4
5
6 7