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
$299M
AUM Growth
+$911K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$480K
3
+$454K
4
AMBA icon
Ambarella
AMBA
+$421K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$406K

Top Sells

1
+$473K
2
+$468K
3
+$454K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$438K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$430K

Sector Composition

1 Technology 7.61%
2 Healthcare 7.29%
3 Industrials 6.99%
4 Financials 5.97%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$436K 0.15%
5,600
152
$421K 0.14%
+8,290
153
$412K 0.14%
16,000
154
$412K 0.14%
4,400
155
$406K 0.14%
+1,940
156
$403K 0.14%
+5,330
157
$402K 0.13%
7,000
-500
158
– –
-7,240
159
– –
-24,400
160
– –
-9,500
161
– –
-16,800
162
– –
-17,930
163
– –
-2,710
3 4 5 6
7