CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
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
State Street 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
126
$822K 0.17%
3,936
+50
127
$821K 0.17%
2,074
128
$800K 0.16%
5,676
129
$791K 0.16%
11,790
130
$777K 0.16%
22,510
-2,100
131
$776K 0.16%
15,764
-2,820
132
$771K 0.16%
32,800
-2,500
133
$764K 0.16%
772
+154
134
$741K 0.15%
3,342
-380
135
$718K 0.15%
23,751
-200
136
$715K 0.15%
2,004
-150
137
$712K 0.15%
3,090
+250
138
$707K 0.15%
1,336
-12
139
$706K 0.14%
+27,970
140
$688K 0.14%
29,200
-3,096
141
$673K 0.14%
2,214
142
$669K 0.14%
2,614
-18
143
$666K 0.14%
14,000
144
$642K 0.13%
22,186
-5,328
145
$640K 0.13%
1,080
-24
146
$638K 0.13%
6,448
-700
147
$633K 0.13%
4,556
148
$583K 0.12%
+24,050
149
$564K 0.12%
4,232
-536
150
$560K 0.11%
1,194
+160
4 5
6
7 8