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
$381M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.03M
3
+$984K
4
DD
Du Pont De Nemours E I
DD
+$947K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$752K

Top Sells

1
+$2.02M
2
+$915K
3
+$639K
4
FDX icon
FedEx
FDX
+$564K
5
LOW icon
Lowe's Companies
LOW
+$460K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.53%
3 Industrials 6.14%
4 Financials 5.43%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$704K 0.19%
14,300
127
$700K 0.18%
13,750
-1,050
128
$698K 0.18%
15,402
+200
129
$687K 0.18%
5,300
+750
130
$686K 0.18%
12,680
+200
131
$679K 0.18%
8,100
-190
132
$673K 0.18%
6,490
+100
133
$670K 0.18%
5,290
-846
134
$668K 0.18%
12,720
135
$657K 0.17%
3,886
-404
136
$640K 0.17%
5,599
+51
137
$635K 0.17%
2,583
138
$625K 0.16%
29,480
+1,000
139
$619K 0.16%
3,010
140
$618K 0.16%
37,904
-3,560
141
$610K 0.16%
21,790
-550
142
$603K 0.16%
+12,234
143
$536K 0.14%
1,830
-190
144
$518K 0.14%
2,600
-100
145
$509K 0.13%
5,500
-700
146
$508K 0.13%
22,300
-1,500
147
$496K 0.13%
2,690
-30
148
$486K 0.13%
+3,250
149
$483K 0.13%
15,568
+150
150
$482K 0.13%
7,670
-270
3 4 5
6
7