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
$299M
AUM Growth
+$911K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$480K
3
+$454K
4
AMBA icon
Ambarella
AMBA
+$421K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$406K

Top Sells

1
+$473K
2
+$468K
3
+$454K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$438K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$430K

Sector Composition

1 Technology 7.61%
2 Healthcare 7.29%
3 Industrials 6.99%
4 Financials 5.97%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.19%
9,060
127
$560K 0.19%
15,570
-1,700
128
$558K 0.19%
4,660
129
$553K 0.19%
49,200
130
$552K 0.18%
2,226
-100
131
$538K 0.18%
4,350
132
$520K 0.17%
3,040
+150
133
$515K 0.17%
12,580
+450
134
$510K 0.17%
5,548
135
$506K 0.17%
14,150
136
$505K 0.17%
6,810
137
$490K 0.16%
3,770
138
$482K 0.16%
43,464
+1,360
139
$480K 0.16%
8,700
140
$480K 0.16%
+4,730
141
$473K 0.16%
12,070
+760
142
$469K 0.16%
3,850
-100
143
$467K 0.16%
5,472
+400
144
$464K 0.16%
3,060
+250
145
$460K 0.15%
13,306
-1,200
146
$454K 0.15%
+4,000
147
$449K 0.15%
11,550
148
$448K 0.15%
6,606
149
$436K 0.15%
7,740
+60
150
$436K 0.15%
23,310
3 4 5
6
7