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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$996K 0.24%
8,320
+140
102
$995K 0.24%
18,870
-100
103
$958K 0.23%
4,350
+400
104
$917K 0.22%
10,970
-1,400
105
$916K 0.22%
31,064
-500
106
$909K 0.22%
5,048
107
$901K 0.21%
7,350
108
$893K 0.21%
25,776
109
$893K 0.21%
17,128
-200
110
$889K 0.21%
4,180
111
$866K 0.21%
26,850
-650
112
$853K 0.2%
8,340
-250
113
$806K 0.19%
3,816
+60
114
$789K 0.19%
15,054
-300
115
$771K 0.18%
4,006
-40
116
$766K 0.18%
29,750
117
$744K 0.18%
20,550
-1,600
118
$737K 0.18%
10,300
-350
119
$731K 0.17%
12,690
120
$729K 0.17%
2,388
-100
121
$707K 0.17%
42,000
122
$695K 0.17%
3,878
+146
123
$694K 0.17%
3,074
-100
124
$677K 0.16%
23,592
+850
125
$672K 0.16%
8,035
-119
3 4
5
6 7