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
$331M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$837K
3
+$420K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$366K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$299K

Top Sells

1
+$1.24M
2
+$750K
3
+$672K
4
DOW icon
Dow Inc
DOW
+$623K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$621K

Sector Composition

1 Technology 8.88%
2 Healthcare 7.82%
3 Industrials 5.01%
4 Financials 4.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
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