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
$362M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$620K
3
+$492K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$479K
5
VMW
VMware, Inc
VMW
+$460K

Top Sells

1
+$1.33M
2
+$938K
3
+$444K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$441K
5
LMT icon
Lockheed Martin
LMT
+$417K

Sector Composition

1 Technology 8.12%
2 Healthcare 7.35%
3 Industrials 6.65%
4 Financials 5.84%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$490K 0.14%
3,250
-244
152
$486K 0.13%
1,790
-100
153
$460K 0.13%
+3,130
154
$456K 0.13%
5,472
-1,200
155
$438K 0.12%
4,600
156
$432K 0.12%
12,100
157
$427K 0.12%
14,972
158
$427K 0.12%
6,390
159
$411K 0.11%
20,200
-300
160
$406K 0.11%
16,000
161
$19K 0.01%
2,619
+400
162
– –
-1,234
3 4 5 6
7