CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
+2.32%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$166M
AUM Growth
+$166M
(+2%)
Cap. Flow
+$29.3K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
31.36%
Holding
173
New
4
Increased
54
Reduced
65
Closed
11
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$743K |
| 2 |
Schwab International Equity ETF
SCHF
|
$570K |
| 3 |
IBM
IBM
|
$433K |
| 4 |
BEAT
BioTelemetry, Inc.
BEAT
|
$397K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
$310K |
Top Sells
| 1 |
Tractor Supply
TSCO
|
$469K |
| 2 |
Apple
AAPL
|
$378K |
| 3 |
Public Storage
PSA
|
$287K |
| 4 |
Kroger
KR
|
$260K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$254K |
Sector Composition
| 1 | Technology | 7.85% |
| 2 | Industrials | 7.53% |
| 3 | Healthcare | 7.32% |
| 4 | Financials | 6.35% |
| 5 | Consumer Staples | 4.5% |
