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
$150M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$365K
3
+$331K
4
HSY icon
Hershey
HSY
+$321K
5
TSN icon
Tyson Foods
TSN
+$301K

Top Sells

1
+$539K
2
+$532K
3
+$481K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$378K
5
CNI icon
Canadian National Railway
CNI
+$247K

Sector Composition

1 Technology 8.1%
2 Healthcare 6.98%
3 Industrials 6.75%
4 Financials 6.56%
5 Energy 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.2%
+7,050
127
$290K 0.19%
2,275
+250
128
$290K 0.19%
16,200
-900
129
$284K 0.19%
+13,400
130
$284K 0.19%
8,076
131
$273K 0.18%
7,450
-200
132
$273K 0.18%
5,820
-5
133
$269K 0.18%
4,025
+1,000
134
$267K 0.18%
7,725
-300
135
$263K 0.17%
+6,903
136
$256K 0.17%
2,100
-300
137
$256K 0.17%
1,505
-200
138
$255K 0.17%
10,000
+2,000
139
$255K 0.17%
6,700
-25
140
$253K 0.17%
+9,200
141
$249K 0.17%
6,174
-394
142
$248K 0.16%
2,300
143
$242K 0.16%
2,000
-10
144
$241K 0.16%
8,161
-3,017
145
$241K 0.16%
2,999
-136
146
$240K 0.16%
+5,725
147
$240K 0.16%
1,293
-137
148
$238K 0.16%
4,525
+450
149
$227K 0.15%
5,775
-600
150
$226K 0.15%
+5,630
3 4 5
6
7