CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$557K

Sector Composition

1 Technology 12.08%
2 Industrials 6.26%
3 Financials 6.11%
4 Healthcare 5.61%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.22%
3,976
+350
102
$1.08M 0.22%
4,748
-950
103
$1.07M 0.22%
11,676
-850
104
$1.07M 0.22%
15,478
-1,250
105
$1.04M 0.21%
49,332
-500
106
$1.04M 0.21%
10,272
-60
107
$1.03M 0.21%
23,610
-2,450
108
$1.02M 0.21%
13,880
109
$1.02M 0.21%
6,808
110
$1M 0.21%
10,168
-1,106
111
$1M 0.21%
548
112
$975K 0.2%
48,466
-4,000
113
$970K 0.2%
7,150
-650
114
$965K 0.2%
14,025
-667
115
$946K 0.19%
3,208
-552
116
$923K 0.19%
12,820
-2,100
117
$918K 0.19%
21,540
118
$909K 0.19%
8,550
119
$888K 0.18%
9,750
-400
120
$887K 0.18%
3,170
+1,520
121
$876K 0.18%
18,934
-3,012
122
$870K 0.18%
9,764
-658
123
$848K 0.17%
+12,608
124
$843K 0.17%
4,266
+300
125
$840K 0.17%
5,518
-258
3 4
5
6 7