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
$354M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.16M
3
+$6.84M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.45M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.29M

Top Sells

1
+$1.02M
2
+$427K
3
+$218K
4
D icon
Dominion Energy
D
+$209K
5
VMW
VMware, Inc
VMW
+$209K

Sector Composition

1 Technology 8.16%
2 Industrials 7.22%
3 Healthcare 7.06%
4 Financials 5.93%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$738K 0.21%
4,810
+2,405
127
$737K 0.21%
6,400
+4,650
128
$702K 0.2%
14,752
+6,976
129
$695K 0.2%
5,170
+2,560
130
$661K 0.19%
5,530
+2,680
131
$610K 0.17%
44,664
+22,332
132
$609K 0.17%
+7,100
133
$609K 0.17%
5,250
+2,625
134
$604K 0.17%
5,320
+2,685
135
$601K 0.17%
3,670
+1,835
136
$591K 0.17%
13,120
+6,560
137
$577K 0.16%
27,700
+13,475
138
$573K 0.16%
12,534
+6,267
139
$566K 0.16%
2,675
+1,440
140
$558K 0.16%
6,672
+3,336
141
$557K 0.16%
3,460
+1,680
142
$538K 0.15%
6,193
+3,097
143
$522K 0.15%
4,930
+2,517
144
$502K 0.14%
+10,454
145
$497K 0.14%
1,890
+945
146
$497K 0.14%
9,650
+4,700
147
$475K 0.13%
+6,390
148
$474K 0.13%
3,494
+1,697
149
$472K 0.13%
2,770
+1,385
150
$468K 0.13%
6,400
+3,200
3 4 5
6
7