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
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$915K
3
+$331K
4
SLB icon
SLB Ltd
SLB
+$292K
5
VRSK icon
Verisk Analytics
VRSK
+$280K

Top Sells

1
+$3.42M
2
+$891K
3
+$802K
4
FCX icon
Freeport-McMoran
FCX
+$277K
5
RGR icon
Sturm, Ruger & Co
RGR
+$276K

Sector Composition

1 Technology 8.66%
2 Industrials 6.62%
3 Energy 6.27%
4 Financials 6.12%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.18%
+1,350
127
$228K 0.18%
4,550
+375
128
$228K 0.18%
+2,068
129
$226K 0.17%
+3,875
130
$224K 0.17%
3,190
131
$222K 0.17%
5,558
132
$220K 0.17%
2,300
133
$218K 0.17%
+2,315
134
$216K 0.17%
+5,750
135
$213K 0.16%
+3,705
136
$213K 0.16%
+10,556
137
$209K 0.16%
+3,415
138
$207K 0.16%
+1,300
139
$207K 0.16%
+4,050
140
$207K 0.16%
+2,400
141
$205K 0.16%
17,175
-1,725
142
$204K 0.16%
2,418
143
$203K 0.16%
2,850
-495
144
$202K 0.16%
+2,169
145
$2K ﹤0.01%
13,650
146
– –
-5,675
147
– –
-32,967
148
– –
-1,815
149
– –
-8,487
150
– –
-2,437
2 3 4 5
6