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
$367M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$600K
3
+$480K
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
LOW icon
Lowe's Companies
LOW
+$460K

Top Sells

1
+$618K
2
+$581K
3
+$521K
4
TTD icon
Trade Desk
TTD
+$473K
5
DNB
Dun & Bradstreet
DNB
+$414K

Sector Composition

1 Technology 8.8%
2 Healthcare 7.86%
3 Industrials 6.29%
4 Consumer Discretionary 5.11%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$489K 0.13%
15,418
152
$480K 0.13%
+5,300
153
$480K 0.13%
13,236
+162
154
$472K 0.13%
9,350
+100
155
$471K 0.13%
23,800
-23,900
156
$470K 0.13%
+7,940
157
$460K 0.13%
+4,202
158
$457K 0.12%
+11,050
159
$447K 0.12%
5,250
-150
160
$409K 0.11%
+5,030
161
$407K 0.11%
16,000
162
$404K 0.11%
12,432
-858
163
$338K 0.09%
2,140
164
$18K ﹤0.01%
2,799
165
– –
-2,900
166
– –
-104,572
167
– –
-20,200
3 4 5 6
7