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
$367M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$600K
3
+$480K
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
LOW icon
Lowe's Companies
LOW
+$460K

Top Sells

1
+$618K
2
+$581K
3
+$521K
4
TTD icon
Trade Desk
TTD
+$473K
5
DNB
Dun & Bradstreet
DNB
+$414K

Sector Composition

1 Technology 8.8%
2 Healthcare 7.86%
3 Industrials 6.29%
4 Consumer Discretionary 5.11%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$718K 0.2%
6,136
-57
127
$717K 0.2%
4,290
-190
128
$702K 0.19%
14,150
129
$698K 0.19%
12,996
+62
130
$693K 0.19%
22,340
+4,100
131
$688K 0.19%
5,548
-51
132
$687K 0.19%
14,392
+1,850
133
$682K 0.19%
14,300
134
$667K 0.18%
41,464
-800
135
$658K 0.18%
12,720
136
$629K 0.17%
2,583
137
$616K 0.17%
8,290
-1,084
138
$599K 0.16%
28,480
+100
139
$595K 0.16%
3,010
-300
140
$589K 0.16%
7,500
-1,400
141
$571K 0.16%
2,020
-100
142
$570K 0.16%
4,550
-100
143
$564K 0.15%
3,110
144
$556K 0.15%
3,080
145
$555K 0.15%
6,200
146
$549K 0.15%
6,390
147
$517K 0.14%
2,720
-50
148
$508K 0.14%
10,300
149
$505K 0.14%
2,700
-100
150
$498K 0.14%
6,500
3 4 5
6
7