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
$441M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$702K
3
+$607K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$502K
5
GRMN icon
Garmin
GRMN
+$467K

Top Sells

1
+$3.42M
2
+$606K
3
+$556K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$555K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$504K

Sector Composition

1 Technology 11.32%
2 Healthcare 7.35%
3 Industrials 6.38%
4 Financials 5.2%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$702K 0.16%
+14,400
127
$672K 0.15%
2,736
-62
128
$669K 0.15%
3,004
-20
129
$653K 0.15%
1,860
130
$650K 0.15%
558
131
$649K 0.15%
23,800
-3,050
132
$645K 0.15%
1,226
-6
133
$645K 0.15%
6,328
-498
134
$641K 0.15%
7,009
-248
135
$624K 0.14%
5,800
136
$623K 0.14%
6,968
137
$618K 0.14%
3,928
+50
138
$613K 0.14%
21,910
139
$607K 0.14%
+5,440
140
$607K 0.14%
36,180
-1,844
141
$585K 0.13%
13,800
142
$583K 0.13%
14,652
143
$579K 0.13%
2,012
144
$578K 0.13%
5,370
+150
145
$575K 0.13%
2,386
-50
146
$570K 0.13%
10,950
147
$566K 0.13%
8,684
148
$557K 0.13%
15,514
+220
149
$551K 0.13%
1,378
150
$538K 0.12%
2,278
4 5
6
7 8