CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $523M
1-Year Est. Return 15.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.02M
3
+$682K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$551K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$549K

Top Sells

1
+$583K
2
+$435K
3
+$432K
4
GGG icon
Graco
GGG
+$404K
5
QBTS icon
D-Wave Quantum
QBTS
+$348K

Sector Composition

1 Technology 12.48%
2 Financials 6.02%
3 Industrials 5.98%
4 Healthcare 5.54%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
151
Otis Worldwide
OTIS
$29.5B
$584K 0.11%
6,388
-60
CAT icon
152
Caterpillar
CAT
$324B
$583K 0.11%
1,222
-90
VT icon
153
Vanguard Total World Stock ETF
VT
$59.8B
$576K 0.11%
4,180
AMGN icon
154
Amgen
AMGN
$188B
$566K 0.11%
2,004
IVE icon
155
iShares S&P 500 Value ETF
IVE
$45.8B
$564K 0.11%
+2,732
EWC icon
156
iShares MSCI Canada ETF
EWC
$4.55B
$560K 0.11%
11,080
NVS icon
157
Novartis
NVS
$283B
$557K 0.11%
4,344
-100
EMR icon
158
Emerson Electric
EMR
$70.5B
$555K 0.11%
4,232
GLW icon
159
Corning
GLW
$118B
$555K 0.11%
+6,760
IBMP icon
160
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$618M
$552K 0.11%
+21,660
SPYM
161
State Street SPDR Portfolio S&P 500 ETF
SPYM
$113B
$548K 0.11%
7,000
PODD icon
162
Insulet
PODD
$14.7B
$545K 0.1%
1,764
AMD icon
163
Advanced Micro Devices
AMD
$329B
$544K 0.1%
3,362
-114
UNP icon
164
Union Pacific
UNP
$142B
$538K 0.1%
2,278
IVW icon
165
iShares S&P 500 Growth ETF
IVW
$59.1B
$534K 0.1%
+4,420
CRWD icon
166
CrowdStrike
CRWD
$93.7B
$534K 0.1%
1,088
GVI icon
167
iShares Intermediate Government/Credit Bond ETF
GVI
$3.84B
$532K 0.1%
4,950
+84
ADI icon
168
Analog Devices
ADI
$150B
$532K 0.1%
2,164
LMAT icon
169
LeMaitre Vascular
LMAT
$2.43B
$529K 0.1%
6,050
BA icon
170
Boeing
BA
$150B
$528K 0.1%
2,446
+110
MDT icon
171
Medtronic
MDT
$112B
$523K 0.1%
5,494
+450
FICO icon
172
Fair Isaac
FICO
$24B
$521K 0.1%
348
-200
GD icon
173
General Dynamics
GD
$93.8B
$519K 0.1%
1,522
+140
KFY icon
174
Korn Ferry
KFY
$3.24B
$511K 0.1%
7,300
EA icon
175
Electronic Arts
EA
$50.6B
$504K 0.1%
2,500
-20
5 6
7
8 9