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
$345M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.46M
3
+$6.91M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.96M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.19M

Top Sells

1
+$709K
2
+$250K
3
+$245K
4
GSK icon
GSK
GSK
+$202K

Sector Composition

1 Technology 7.78%
2 Industrials 7.49%
3 Healthcare 7.22%
4 Financials 6.25%
5 Consumer Staples 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$720K 0.21%
16,000
+7,750
127
$692K 0.2%
15,190
+7,670
128
$669K 0.19%
5,770
+2,840
129
$667K 0.19%
17,572
+8,786
130
$657K 0.19%
34,200
+15,425
131
$654K 0.19%
16,920
+9,685
132
$642K 0.19%
6,100
+2,860
133
$640K 0.19%
17,456
+8,778
134
$635K 0.18%
13,134
+6,717
135
$612K 0.18%
+22,730
136
$612K 0.18%
3,570
+1,645
137
$597K 0.17%
9,506
+4,753
138
$593K 0.17%
5,420
+2,585
139
$592K 0.17%
27,720
+15,230
140
$589K 0.17%
3,158
+1,843
141
$585K 0.17%
4,200
+2,000
142
$549K 0.16%
4,827
+2,991
143
$533K 0.15%
10,050
+4,575
144
$530K 0.15%
6,400
+3,200
145
$524K 0.15%
11,800
+5,800
146
$513K 0.15%
6,072
+3,336
147
$509K 0.15%
44,664
+22,052
148
$506K 0.15%
3,560
+1,655
149
$488K 0.14%
+16,220
150
$484K 0.14%
1,560
+690
3 4 5
6
7