CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$557K

Sector Composition

1 Technology 12.08%
2 Industrials 6.26%
3 Financials 6.11%
4 Healthcare 5.61%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$560K 0.11%
2,004
-330
152
$558K 0.11%
3,750
-378
153
$557K 0.11%
4,240
154
$554K 0.11%
1,764
155
$554K 0.11%
+1,088
156
$554K 0.11%
1,366
+50
157
$550K 0.11%
12,920
158
$549K 0.11%
11,954
-918
159
$543K 0.11%
1,818
160
$538K 0.11%
4,444
+188
161
$537K 0.11%
4,180
162
$535K 0.11%
7,300
-750
163
$528K 0.11%
1,038
-8
164
$526K 0.11%
3,650
-1,400
165
$524K 0.11%
2,278
-556
166
$522K 0.11%
+4,116
167
$520K 0.11%
+4,866
168
$515K 0.11%
2,164
169
$512K 0.11%
11,080
170
$509K 0.1%
1,312
-490
171
$509K 0.1%
7,000
172
$502K 0.1%
6,050
-1,100
173
$502K 0.1%
3,700
174
$493K 0.1%
+3,476
175
$489K 0.1%
+2,336
5 6
7
8 9