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
$138M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$287K
3
+$262K
4
CMG icon
Chipotle Mexican Grill
CMG
+$259K
5
V icon
Visa
V
+$255K

Top Sells

1
+$1.16M
2
+$793K
3
+$601K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$559K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$530K

Sector Composition

1 Technology 8.06%
2 Healthcare 6.86%
3 Financials 6.73%
4 Industrials 6.66%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$201K 0.15%
2,850
-1,175
152
$146K 0.11%
14,300
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-9,611
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