CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
+4.51%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$292M
AUM Growth
+$292M
(+112%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
51.04%
Top 10 Holdings %
Top 10 Hldgs %
32.98%
Holding
164
New
11
Increased
145
Reduced
–
Closed
8
Top Buys
Top Sells
| 1 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$565K |
| 2 |
Qualcomm
QCOM
|
$356K |
| 3 |
Chipotle Mexican Grill
CMG
|
$259K |
| 4 |
Kinder Morgan
KMI
|
$257K |
| 5 |
JWN
Nordstrom
JWN
|
$215K |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Healthcare | 7.16% |
| 3 | Industrials | 6.97% |
| 4 | Financials | 6.16% |
| 5 | Consumer Staples | 5.69% |
