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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$670K 0.16%
9,150
127
$666K 0.16%
8,684
128
$654K 0.16%
41,024
-500
129
$653K 0.16%
67,646
130
$653K 0.16%
50,616
-21,000
131
$646K 0.15%
9,600
132
$619K 0.15%
16,840
133
$605K 0.14%
1,960
134
$602K 0.14%
6,768
-200
135
$600K 0.14%
1,248
+50
136
$598K 0.14%
6,826
137
$597K 0.14%
2,826
138
$593K 0.14%
4,076
139
$585K 0.14%
5,220
-750
140
$583K 0.14%
2,848
-400
141
$582K 0.14%
28,950
-4,050
142
$580K 0.14%
11,550
-1,850
143
$577K 0.14%
21,910
-400
144
$575K 0.14%
13,900
-2,000
145
$558K 0.13%
1,378
146
$551K 0.13%
14,294
+300
147
$550K 0.13%
14,652
148
$545K 0.13%
5,800
149
$535K 0.13%
6,200
-100
150
$530K 0.13%
2,636
4 5
6
7 8