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
$420M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$455K
3
+$452K
4
APPF icon
AppFolio
APPF
+$441K
5
VCEL icon
Vericel Corp
VCEL
+$440K

Top Sells

1
+$1.2M
2
+$660K
3
+$657K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$654K
5
AAPL icon
Apple
AAPL
+$649K

Sector Composition

1 Technology 10.43%
2 Healthcare 7.81%
3 Industrials 5.9%
4 Consumer Staples 5.17%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.13%
2,328
152
$520K 0.12%
1,736
-50
153
$517K 0.12%
14,780
154
$509K 0.12%
5,480
-200
155
$504K 0.12%
1,908
156
$487K 0.12%
10,950
-250
157
$472K 0.11%
5,532
158
$458K 0.11%
28,267
+2,907
159
$452K 0.11%
25,350
-50
160
$452K 0.11%
+558
161
$451K 0.11%
1,834
162
$451K 0.11%
4,250
163
$448K 0.11%
9,050
-700
164
$447K 0.11%
2,012
165
$446K 0.11%
6,120
-300
166
$441K 0.11%
+2,560
167
$440K 0.11%
+11,720
168
$440K 0.1%
5,710
169
$432K 0.1%
1,134
-44
170
$430K 0.1%
3,180
171
$430K 0.1%
4,430
-300
172
$415K 0.1%
12,078
173
$413K 0.1%
+4,094
174
$412K 0.1%
12,820
175
$410K 0.1%
+1,566
4 5 6
7
8