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
$292M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.44M
3
+$5.67M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.39M

Top Sells

1
+$565K
2
+$356K
3
+$259K
4
KMI icon
Kinder Morgan
KMI
+$257K
5
JWN
Nordstrom
JWN
+$215K

Sector Composition

1 Technology 7.83%
2 Healthcare 7.16%
3 Industrials 6.97%
4 Financials 6.16%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$562K 0.19%
7,862
+4,281
127
$534K 0.18%
13,806
+6,903
128
$534K 0.18%
4,450
+2,175
129
$513K 0.18%
2,540
+1,295
130
$507K 0.17%
26,200
+12,800
131
$505K 0.17%
2,326
+1,183
132
$501K 0.17%
9,756
+4,878
133
$479K 0.16%
+50,400
134
$478K 0.16%
5,648
+2,574
135
$475K 0.16%
7,042
+2,049
136
$451K 0.15%
12,348
+6,174
137
$450K 0.15%
+14,150
138
$448K 0.15%
+8,885
139
$446K 0.15%
5,000
+2,500
140
$445K 0.15%
+43,624
141
$441K 0.15%
4,400
+2,200
142
$440K 0.15%
7,890
+3,895
143
$440K 0.15%
+2,710
144
$438K 0.15%
3,450
+1,250
145
$435K 0.15%
+6,963
146
$434K 0.15%
2,910
+1,405
147
$428K 0.15%
+9,500
148
$428K 0.15%
+16,800
149
$427K 0.15%
+7,680
150
$416K 0.14%
4,480
+2,290
3 4 5
6
7