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
$166M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$570K
3
+$433K
4
BEAT
BioTelemetry, Inc.
BEAT
+$397K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$310K

Top Sells

1
+$469K
2
+$378K
3
+$287K
4
KR icon
Kroger
KR
+$260K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$254K

Sector Composition

1 Technology 7.85%
2 Industrials 7.53%
3 Healthcare 7.32%
4 Financials 6.35%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.21%
7,075
127
$340K 0.2%
8,786
-150
128
$332K 0.2%
19,600
-300
129
$327K 0.2%
4,255
-225
130
$322K 0.19%
6,417
+600
131
$322K 0.19%
1,925
132
$319K 0.19%
2,930
-200
133
$310K 0.19%
+9,215
134
$308K 0.19%
1,419
135
$304K 0.18%
3,240
136
$292K 0.18%
4,753
+100
137
$290K 0.17%
2,835
-39
138
$279K 0.17%
5,475
139
$268K 0.16%
2,200
140
$266K 0.16%
12,490
141
$264K 0.16%
1,905
-175
142
$259K 0.16%
3,200
143
$257K 0.15%
6,000
-100
144
$250K 0.15%
3,500
145
$248K 0.15%
7,235
+250
146
$246K 0.15%
22,612
+240
147
$245K 0.15%
3,490
-380
148
$243K 0.15%
6,800
+100
149
$242K 0.15%
870
-55
150
$232K 0.14%
3,096
-57
3 4 5
6
7