CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
+3.79%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$163M
AUM Growth
+$163M
(+2.8%)
Cap. Flow
-$420K
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
31.55%
Holding
173
New
7
Increased
33
Reduced
83
Closed
4
Top Buys
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$538K |
| 2 |
Abbott
ABT
|
$311K |
| 3 |
Comcast
CMCSA
|
$259K |
| 4 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$225K |
| 5 |
Zimmer Biomet
ZBH
|
$218K |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
$697K |
| 2 |
Apple
AAPL
|
$225K |
| 3 |
Halliburton
HAL
|
$210K |
| 4 |
Qualcomm
QCOM
|
$203K |
| 5 |
DuPont de Nemours
DD
|
$166K |
Sector Composition
| 1 | Technology | 8.14% |
| 2 | Industrials | 7.22% |
| 3 | Healthcare | 6.64% |
| 4 | Financials | 6.43% |
| 5 | Consumer Staples | 4.89% |
