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
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$557K

Sector Composition

1 Technology 12.08%
2 Industrials 6.26%
3 Financials 6.11%
4 Healthcare 5.61%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRMN icon
126
Garmin
GRMN
$38.7B
$822K 0.17%
3,936
+50
SYK icon
127
Stryker
SYK
$136B
$821K 0.17%
2,074
MS icon
128
Morgan Stanley
MS
$258B
$800K 0.16%
5,676
EIRL icon
129
iShares MSCI Ireland ETF
EIRL
$61.5M
$791K 0.16%
11,790
IDV icon
130
iShares International Select Dividend ETF
IDV
$6.06B
$777K 0.16%
22,510
-2,100
GM icon
131
General Motors
GM
$66B
$776K 0.16%
15,764
-2,820
RF icon
132
Regions Financial
RF
$21.8B
$771K 0.16%
32,800
-2,500
COST icon
133
Costco
COST
$409B
$764K 0.16%
772
+154
LOW icon
134
Lowe's Companies
LOW
$131B
$741K 0.15%
3,342
-380
HRL icon
135
Hormel Foods
HRL
$12.1B
$718K 0.15%
23,751
-200
ETN icon
136
Eaton
ETN
$145B
$715K 0.15%
2,004
-150
APPF icon
137
AppFolio
APPF
$9.05B
$712K 0.15%
3,090
+250
GEV icon
138
GE Vernova
GEV
$156B
$707K 0.15%
1,336
-12
IBMR icon
139
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$294M
$706K 0.14%
+27,970
GSAT icon
140
Globalstar
GSAT
$6.39B
$688K 0.14%
29,200
-3,096
VTI icon
141
Vanguard Total Stock Market ETF
VTI
$547B
$673K 0.14%
2,214
NSC icon
142
Norfolk Southern
NSC
$63.8B
$669K 0.14%
2,614
-18
SPHD icon
143
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$666K 0.14%
14,000
T icon
144
AT&T
T
$176B
$642K 0.13%
22,186
-5,328
TYL icon
145
Tyler Technologies
TYL
$19.9B
$640K 0.13%
1,080
-24
OTIS icon
146
Otis Worldwide
OTIS
$35.5B
$638K 0.13%
6,448
-700
LSTR icon
147
Landstar System
LSTR
$4.47B
$633K 0.13%
4,556
IBDR icon
148
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$583K 0.12%
+24,050
EMR icon
149
Emerson Electric
EMR
$72.9B
$564K 0.12%
4,232
-536
LIN icon
150
Linde
LIN
$196B
$560K 0.11%
1,194
+160
4 5
6
7 8